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

HUB Investment 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 		$1.22M Buy
16,106
+3,629
+29% +$268K 0.02% 403
2026
Q1 		$876K Buy
12,477
+3,041
+32% +$218K 0.02% 395
2025
Q4 		$655K Buy
9,436
+60
+0.6% +$4.13K 0.02% 406
2025
Q3 		$638K Buy
9,376
+207
+2% +$13.7K 0.02% 358
2025
Q2 		$586K Sell
9,169
-213
-2% -$13K 0.02% 348
2025
Q1 		$580K Sell
9,382
-627
-6% -$39.3K 0.02% 312
2024
Q4 		$614K Buy
10,009
+1,749
+21% +$110K 0.03% 287
2024
Q3 		$518K Sell
8,260
-15
-0.2% -$904 0.02% 288
2024
Q2 		$477K Buy
8,275
+1,086
+15% +$62K 0.02% 289
2024
Q1 		$417K Buy
+7,189
New +$399K 0.02% 311
2021
Q2 		– Sell
-5,122
Closed -$247K – 223
2021
Q1 		$247K Buy
5,122
+52
+1% +$2.4K 0.07% 194
2020
Q4 		$202K Buy
+5,070
New +$216K 0.09% 151

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HUB Investment Partners's DGRO Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 29% in Q2 2026, buying an estimated $268K and bringing the position to 16,106 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #403.

HUB Investment Partners first reported a position in DGRO in Q4 2020 and has held it in 12 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • HUB Investment Partners held 16,106 shares of iShares Core Dividend Growth ETF worth $1.22M as of Q2 2026.
  • HUB Investment Partners bought 3,629 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $268K.
  • iShares Core Dividend Growth ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #403 holding.
  • HUB Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 12 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.