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DGRO icon

Grimes & Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Grimes & Company’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 		$3.61M Buy
47,577
+2,454
+5% +$181K 0.08% 156
2026
Q1 		$3.17M Sell
45,123
-1,306
-3% -$93.6K 0.09% 144
2025
Q4 		$3.22M Buy
46,429
+662
+1% +$45.5K 0.08% 151
2025
Q3 		$3.12M Buy
45,767
+16,860
+58% +$1.11M 0.08% 147
2025
Q2 		$1.85M Buy
28,907
+9,394
+48% +$573K 0.05% 170
2025
Q1 		$1.21M Buy
19,513
+13,382
+218% +$839K 0.04% 175
2024
Q4 		$376K Buy
6,131
+1,442
+31% +$91K 0.01% 287
2024
Q3 		$294K Buy
4,689
+105
+2% +$6.33K 0.01% 292
2024
Q2 		$264K Buy
4,584
+21
+0.5% +$1.2K 0.01% 287
2024
Q1 		$265K Sell
4,563
-1,996
-30% -$111K 0.01% 283
2023
Q4 		$353K Buy
6,559
+2,038
+45% +$103K 0.01% 249
2023
Q3 		$224K Sell
4,521
-433
-9% -$22.4K 0.01% 264
2023
Q2 		$255K Sell
4,954
-2,603
-34% -$131K 0.01% 256
2023
Q1 		$378K Sell
7,557
-67,295
-90% -$3.38M 0.02% 223
2022
Q4 		$3.74M Buy
74,852
+67,375
+901% +$3.31M 0.16% 101
2022
Q3 		$332K Hold
7,477
– – 0.02% 214
2022
Q2 		$356K Hold
7,477
– – 0.02% 213
2022
Q1 		$399K Hold
7,477
– – 0.02% 217
2021
Q4 		$416K Hold
7,477
– – 0.02% 216
2021
Q3 		$376K Buy
7,477
+979
+15% +$50.7K 0.02% 214
2021
Q2 		$327K Buy
+6,498
New +$326K 0.01% 233

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Grimes & Company's DGRO Position: Q2 2026 in Review

Grimes & Company increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.4% in Q2 2026, buying an estimated $181K and bringing the position to 47,577 shares worth $3.61M. The position accounts for 0.08% of the portfolio, ranked #156.

Grimes & Company first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.74M in Q4 2022. 646 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Grimes & Company held 47,577 shares of iShares Core Dividend Growth ETF worth $3.61M as of Q2 2026.
  • Grimes & Company bought 2,454 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $181K.
  • iShares Core Dividend Growth ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #156 holding.
  • Grimes & Company first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Grimes & Company's iShares Core Dividend Growth ETF position peaked at $3.74M in Q4 2022.
  • 646 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.