Ironwood Investment Counsel’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ironwood Investment Counsel’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	$4.26M	Buy	+47,522	New	+$3.51M	0.56%	56
2025 Q4	–	Sell	-2,998	Closed	-$204K	–	270
2025 Q3	$204K	Sell	2,998 -538	-15%	-$35.6K	0.03%	256
2025 Q2	$226K	Sell	3,536 -237	-6%	-$14.5K	0.03%	233
2025 Q1	$233K	Buy	+3,773	New	+$236K	0.04%	220

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

Ironwood Investment Counsel's DGRO Position: Q2 2026 in Review

Ironwood Investment Counsel opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 47,522 shares worth $4.26M. The stake represents 0.56% of the portfolio and ranks #56 among its holdings. This is a return to the name: Ironwood Investment Counsel previously reported a position in DGRO as recently as Q3 2025.

Ironwood Investment Counsel first reported a position in DGRO in Q1 2025 and has held it in 4 quarters since. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ironwood Investment Counsel held 47,522 shares of iShares Core Dividend Growth ETF worth $4.26M as of Q2 2026.
iShares Core Dividend Growth ETF was a new Ironwood Investment Counsel position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.56% of Ironwood Investment Counsel's portfolio in Q2 2026, its #56 holding.
Ironwood Investment Counsel first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 4 quarters since.
1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.