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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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Klingman & Associates's DGRO Position: Q1 2026 in Review

Klingman & Associates reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.4% in Q1 2026, selling an estimated $7.17K and leaving 4,100 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #265.

Klingman & Associates first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Klingman & Associates held 4,100 shares of iShares Core Dividend Growth ETF worth $288K as of Q1 2026.
  • Klingman & Associates sold 100 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.17K.
  • iShares Core Dividend Growth ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #265 holding.
  • Klingman & Associates first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's iShares Core Dividend Growth ETF position peaked at $292K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.