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 Q3	$309K	Hold	4,100	–	–	0.01%	314
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Klingman & Associates's DGRO Position: Q3 2026 in Review

Klingman & Associates held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 4,100 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #314.

Klingman & Associates first reported a position in DGRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $311K in Q2 2026. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Klingman & Associates held 4,100 shares of iShares Core Dividend Growth ETF worth $309K as of Q3 2026.
Klingman & Associates left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #314 holding.
Klingman & Associates first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 6 quarters since.
Klingman & Associates's iShares Core Dividend Growth ETF position peaked at $311K in Q2 2026.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.