Gradient Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gradient Investments’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+2,688	New	+$198K	﹤0.01%	443
2024 Q3	–	Sell	-66	Closed	-$3.8K	–	541
2024 Q2	$3.8K	Buy	+66	New	+$3.77K	﹤0.01%	899
2024 Q1	–	Sell	-170	Closed	-$9.15K	–	1381
2023 Q4	$9.15K	Hold	170	–	–	﹤0.01%	853
2023 Q3	$8.42K	Hold	170	–	–	﹤0.01%	835
2023 Q2	$8.76K	Hold	170	–	–	﹤0.01%	830
2023 Q1	$8.5K	Sell	170 -488	-74%	-$24.5K	﹤0.01%	843
2022 Q4	$32.9K	Buy	658 +227	+53%	+$11.1K	﹤0.01%	587
2022 Q3	$19K	Buy	+431	New	+$21.2K	﹤0.01%	678
2021 Q1	–	Sell	-1,138	Closed	-$45K	–	1177
2020 Q4	$45K	Hold	1,138	–	–	﹤0.01%	418
2020 Q3	$45K	Buy	+1,138	New	+$45.2K	﹤0.01%	420
2019 Q4	–	Sell	-294	Closed	-$12K	–	1119
2019 Q3	$12K	Buy	+294	New	+$11.3K	﹤0.01%	623
2018 Q3	–	Sell	-450	Closed	-$15K	–	991
2018 Q2	$15K	Hold	450	–	–	﹤0.01%	534
2018 Q1	$15K	Buy	+450	New	+$15.9K	﹤0.01%	537

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments's DGRO Position: Q2 2026 in Review

Gradient Investments opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,688 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Gradient Investments previously reported a position in DGRO as recently as Q2 2024.

Gradient Investments first reported a position in DGRO in Q1 2018 and has held it in 13 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gradient Investments held 2,688 shares of iShares Core Dividend Growth ETF worth $204K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Gradient Investments position in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #443 holding.
Gradient Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 13 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.