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Jackson Grant Investment Advisers’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Jackson Grant Investment Advisers’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 		$90.2K Hold
1,190
– – 0.03% 165
2026
Q1 		$83.5K Hold
1,190
– – 0.03% 166
2025
Q4 		$82.6K Hold
1,190
– – 0.03% 171
2025
Q3 		$81K Hold
1,190
– – 0.03% 169
2025
Q2 		$76.1K Sell
1,190
-39
-3% -$2.38K 0.03% 156
2025
Q1 		$75.9K Hold
1,229
– – 0.03% 153
2024
Q4 		$75.4K Hold
1,229
– – 0.03% 153
2024
Q3 		$77K Hold
1,229
– – 0.03% 154
2024
Q2 		$70.8K Hold
1,229
– – 0.03% 155
2024
Q1 		$71.4K Hold
1,229
– – 0.03% 152
2023
Q4 		$66.1K Sell
1,229
-307
-20% -$15.6K 0.03% 155
2023
Q3 		$76.1K Buy
1,536
+2
+0.1% +$104 0.04% 146
2023
Q2 		$79K Buy
1,534
+2
+0.1% +$101 0.04% 150
2023
Q1 		$76.6K Buy
1,532
+41
+3% +$2.06K 0.04% 153
2022
Q4 		$74.6K Buy
1,491
+2
+0.1% +$98 0.04% 150
2022
Q3 		$66K Buy
1,489
+2
+0.1% +$98 0.03% 152
2022
Q2 		$71K Buy
1,487
+1
+0.1% +$50 0.04% 154
2022
Q1 		$79K Buy
1,486
+2
+0.1% +$107 0.03% 163
2021
Q4 		$82K Buy
1,484
+2
+0.1% +$107 0.04% 133
2021
Q3 		$74K Buy
1,482
+1
+0.1% +$52 0.03% 173
2021
Q2 		$75K Buy
1,481
+1
+0.1% +$50 0.03% 167
2021
Q1 		$71K Buy
1,480
+2
+0.1% +$92 0.03% 172
2020
Q4 		$66K Buy
1,478
+2
+0.1% +$85 0.03% 162
2020
Q3 		$59K Buy
1,476
+2
+0.1% +$79 0.04% 140
2020
Q2 		$55K Sell
1,474
-13
-0.9% -$473 0.04% 140
2020
Q1 		$48K Buy
1,487
+32
+2% +$1.25K 0.04% 140
2019
Q4 		$61K Hold
1,455
– – 0.03% 141
2019
Q3 		$57K Hold
1,455
– – 0.03% 143
2019
Q2 		$56K Buy
+1,455
New +$54.5K 0.03% 143

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

Jackson Grant Investment Advisers's DGRO Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 1,190 shares worth $90.2K. The position accounts for 0.03% of the portfolio, ranked #165.

Jackson Grant Investment Advisers first reported a position in DGRO in Q2 2019 and has held it in 29 quarters since. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,190 shares of iShares Core Dividend Growth ETF worth $90.2K as of Q2 2026.
  • Jackson Grant Investment Advisers left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #165 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.