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KCM Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

KCM Investment Advisors’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 		$2.73M Sell
35,992
-3,000
-8% -$221K 0.08% 136
2026
Q1 		$2.74M Hold
38,992
– – 0.09% 132
2025
Q4 		$2.71M Hold
38,992
– – 0.09% 139
2025
Q3 		$2.65M Sell
38,992
-601
-2% -$39.7K 0.09% 142
2025
Q2 		$2.53M Sell
39,593
-1,625
-4% -$99.1K 0.08% 140
2025
Q1 		$2.55M Sell
41,218
-300
-0.7% -$18.8K 0.09% 137
2024
Q4 		$2.55M Buy
41,518
+1,080
+3% +$68.1K 0.09% 138
2024
Q3 		$2.54M Sell
40,438
-2,543
-6% -$153K 0.09% 144
2024
Q2 		$2.48M Sell
42,981
-1,200
-3% -$68.5K 0.09% 138
2024
Q1 		$2.57M Sell
44,181
-102
-0.2% -$5.66K 0.09% 135
2023
Q4 		$2.38M Buy
44,283
+75
+0.2% +$3.8K 0.09% 140
2023
Q3 		$2.19M Sell
44,208
-175
-0.4% -$9.06K 0.09% 141
2023
Q2 		$2.29M Hold
44,383
– – 0.09% 145
2023
Q1 		$2.22M Buy
44,383
+2,350
+6% +$118K 0.09% 155
2022
Q4 		$2.1M Sell
42,033
-615
-1% -$30.2K 0.09% 152
2022
Q3 		$1.9M Sell
42,648
-1,700
-4% -$83.7K 0.09% 156
2022
Q2 		$2.11M Sell
44,348
-6,734
-13% -$340K 0.09% 150
2022
Q1 		$2.73M Sell
51,082
-879
-2% -$46.9K 0.1% 139
2021
Q4 		$2.89M Buy
51,961
+1,425
+3% +$76K 0.1% 146
2021
Q3 		$2.54M Sell
50,536
-205
-0.4% -$10.6K 0.1% 147
2021
Q2 		$2.56M Buy
50,741
+225
+0.4% +$11.3K 0.1% 140
2021
Q1 		$2.44M Buy
50,516
+25
+0% +$1.16K 0.11% 136
2020
Q4 		$2.26M Buy
50,491
+565
+1% +$24K 0.11% 132
2020
Q3 		$1.99M Buy
49,926
+1,700
+4% +$67.5K 0.11% 128
2020
Q2 		$1.81M Sell
48,226
-850
-2% -$30.9K 0.1% 133
2020
Q1 		$1.6M Sell
49,076
-641
-1% -$25.1K 0.11% 122
2019
Q4 		$2.09M Buy
49,717
+8,646
+21% +$350K 0.11% 128
2019
Q3 		$1.61M Buy
41,071
+1,164
+3% +$44.8K 0.09% 142
2019
Q2 		$1.52M Buy
39,907
+2,957
+8% +$111K 0.09% 147
2019
Q1 		$1.36M Buy
36,950
+1,513
+4% +$53.8K 0.09% 153
2018
Q4 		$1.18M Sell
35,437
-2,289
-6% -$80.5K 0.08% 210
2018
Q3 		$1.4M Sell
37,726
-375
-1% -$13.6K 0.08% 203
2018
Q2 		$1.31M Sell
38,101
-2,555
-6% -$88K 0.08% 205
2018
Q1 		$1.38M Sell
40,656
-4,091
-9% -$144K 0.08% 216
2017
Q4 		$1.56M Sell
44,747
-909
-2% -$30.7K 0.09% 207
2017
Q3 		$1.48M Buy
45,656
+12,803
+39% +$407K 0.09% 209
2017
Q2 		$1.03M Buy
32,853
+6,156
+23% +$190K 0.06% 245
2017
Q1 		$813K Buy
26,697
+13,574
+103% +$407K 0.05% 279
2016
Q4 		$379K Buy
+13,123
New +$369K 0.03% 399

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

KCM Investment Advisors's DGRO Position: Q2 2026 in Review

KCM Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7.7% in Q2 2026, selling an estimated $221K and leaving 35,992 shares worth $2.73M. The position accounts for 0.08% of the portfolio, ranked #136.

KCM Investment Advisors first reported a position in DGRO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.89M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • KCM Investment Advisors held 35,992 shares of iShares Core Dividend Growth ETF worth $2.73M as of Q2 2026.
  • KCM Investment Advisors sold 3,000 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $221K.
  • iShares Core Dividend Growth ETF made up 0.08% of KCM Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • KCM Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • KCM Investment Advisors's iShares Core Dividend Growth ETF position peaked at $2.89M in Q4 2021.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.