Guardian Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Partners’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	$303K	Sell	4,000 -1	-0%	-$74	0.03%	176
2026 Q1	$282K	Buy	4,001 +1	+0%	+$72	0.02%	172
2025 Q4	$291K	Hold	4,000	–	–	0.02%	183
2025 Q3	$273K	Hold	4,000	–	–	0.02%	159
2025 Q2	$260K	Hold	4,000	–	–	0.02%	166
2025 Q1	$235K	Hold	4,000	–	–	0.02%	160
2024 Q4	$245K	Buy	+4,000	New	+$252K	0.03%	154

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

Guardian Partners's DGRO Position: Q2 2026 in Review

Guardian Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.02% in Q2 2026, selling an estimated $74 and leaving 4,000 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #176.

Guardian Partners first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Guardian Partners held 4,000 shares of iShares Core Dividend Growth ETF worth $303K as of Q2 2026.
Guardian Partners sold 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
iShares Core Dividend Growth ETF made up 0.03% of Guardian Partners's portfolio in Q2 2026, its #176 holding.
Guardian Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.