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

Investment Research 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 		$680K Sell
8,968
-1,042
-10% -$76.9K 0.23% 101
2026
Q1 		$702K Buy
10,010
+860
+9% +$61.7K 0.29% 88
2025
Q4 		$635K Sell
9,150
-60
-0.7% -$4.13K 0.27% 89
2025
Q3 		$629K Buy
+9,210
New +$609K 0.28% 89

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Investment Research Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q2 2026, selling an estimated $76.9K and leaving 8,968 shares worth $680K. The position accounts for 0.23% of the portfolio, ranked #101.

Investment Research Partners first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $702K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Investment Research Partners held 8,968 shares of iShares Core Dividend Growth ETF worth $680K as of Q2 2026.
  • Investment Research Partners sold 1,042 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $76.9K.
  • iShares Core Dividend Growth ETF made up 0.23% of Investment Research Partners's portfolio in Q2 2026, its #101 holding.
  • Investment Research Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares Core Dividend Growth ETF position peaked at $702K in Q1 2026.
  • 1,102 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.