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Klingman & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Klingman & Associates’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 		$311K Hold
4,100
– – 0.01% 262
2026
Q1 		$288K Sell
4,100
-100
-2% -$7.17K 0.01% 265
2025
Q4 		$292K Hold
4,200
– – 0.01% 259
2025
Q3 		$286K Hold
4,200
– – 0.01% 260
2025
Q2 		$269K Buy
+4,200
New +$256K 0.01% 263

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

Klingman & Associates's DGRO Position: Q2 2026 in Review

Klingman & Associates held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,100 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #262.

Klingman & Associates first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Klingman & Associates held 4,100 shares of iShares Core Dividend Growth ETF worth $311K as of Q2 2026.
  • Klingman & Associates left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #262 holding.
  • Klingman & Associates first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.