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

Investment Partners Asset Management’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
Q3 		$1.51M Sell
19,967
-1,201
-6% -$93.8K 0.81% 36
2026
Q2 		$1.6M Buy
21,168
+3,369
+19% +$249K 0.89% 31
2026
Q1 		$1.25M Buy
17,799
+1,336
+8% +$95.8K 0.77% 35
2025
Q4 		$1.14M Buy
16,463
+4,134
+34% +$284K 0.71% 39
2025
Q3 		$839K Buy
12,329
+1,050
+9% +$69.4K 0.55% 48
2025
Q2 		$721K Buy
11,279
+348
+3% +$21.2K 0.5% 58
2025
Q1 		$675K Buy
10,931
+1,078
+11% +$67.6K 0.53% 56
2024
Q4 		$604K Buy
9,853
+730
+8% +$46.1K 0.47% 62
2024
Q3 		$572K Buy
9,123
+82
+0.9% +$4.94K 0.47% 63
2024
Q2 		$521K Buy
9,041
+320
+4% +$18.3K 0.46% 66
2024
Q1 		$506K Buy
8,721
+68
+0.8% +$3.77K 0.46% 67
2023
Q4 		$466K Buy
+8,653
New +$439K 0.46% 70

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Investment Partners Asset Management's DGRO Position: Q3 2026 in Review

Investment Partners Asset Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.7% in Q3 2026, selling an estimated $93.8K and leaving 19,967 shares worth $1.51M. The position accounts for 0.81% of the portfolio, ranked #36.

Investment Partners Asset Management first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2026. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Investment Partners Asset Management held 19,967 shares of iShares Core Dividend Growth ETF worth $1.51M as of Q3 2026.
  • Investment Partners Asset Management sold 1,201 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $93.8K.
  • iShares Core Dividend Growth ETF made up 0.81% of Investment Partners Asset Management's portfolio in Q3 2026, its #36 holding.
  • Investment Partners Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's iShares Core Dividend Growth ETF position peaked at $1.6M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.