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 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

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

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Investment Partners Asset Management's DGRO Position: Q2 2026 in Review

Investment Partners Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 21,168 shares worth $1.6M. The position accounts for 0.89% of the portfolio, ranked #31.

Investment Partners Asset Management first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Investment Partners Asset Management held 21,168 shares of iShares Core Dividend Growth ETF worth $1.6M as of Q2 2026.
Investment Partners Asset Management bought 3,369 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $249K.
iShares Core Dividend Growth ETF made up 0.89% of Investment Partners Asset Management's portfolio in Q2 2026, its #31 holding.
Investment Partners Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
608 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.