Kohmann Bosshard Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kohmann Bosshard Financial Services’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	$3.04M	Sell	40,174 -261	-0.6%	-$19.3K	0.26%	38
2026 Q1	$2.84M	Sell	40,435 -423	-1%	-$30.3K	0.28%	38
2025 Q4	$2.84M	Sell	40,858 -72	-0.2%	-$4.95K	0.25%	43
2025 Q3	$2.79M	Sell	40,930 -15,714	-28%	-$1.04M	0.29%	41
2025 Q2	$3.62M	Hold	56,644	–	–	0.4%	33
2025 Q1	$3.5M	Sell	56,644 -1,386	-2%	-$86.9K	0.41%	31
2024 Q4	$3.56M	Hold	58,030	–	–	0.43%	32
2024 Q3	$3.64M	Hold	58,030	–	–	0.45%	34
2024 Q2	$3.34M	Sell	58,030 -2	-0%	-$114	0.45%	34
2024 Q1	$3.37M	Hold	58,032	–	–	0.47%	38
2023 Q4	$3.12M	Sell	58,032 -315	-0.5%	-$16K	0.48%	38
2023 Q3	$2.89M	Hold	58,347	–	–	0.5%	36
2023 Q2	$3.01M	Buy	58,347 +4,893	+9%	+$246K	0.52%	36
2023 Q1	$2.67M	Sell	53,454 -175	-0.3%	-$8.79K	0.5%	36
2022 Q4	$2.68M	Buy	53,629 +3,661	+7%	+$180K	0.53%	36
2022 Q3	$2.22M	Buy	49,968 +25,592	+105%	+$1.26M	0.49%	38
2022 Q2	$1.16M	Buy	24,376 +3,045	+14%	+$154K	0.26%	52
2022 Q1	$1.14M	Hold	21,331	–	–	0.22%	52
2021 Q4	$1.19M	Hold	21,331	–	–	0.24%	52
2021 Q3	$1.07M	Hold	21,331	–	–	0.23%	48
2021 Q2	$1.07M	Hold	21,331	–	–	0.25%	48
2021 Q1	$1.03M	Sell	21,331 -2,377	-10%	-$110K	0.28%	47
2020 Q4	$1.06M	Sell	23,708 -3,665	-13%	-$156K	0.33%	46
2020 Q3	$1.09M	Sell	27,373 -1,684	-6%	-$66.9K	0.39%	43
2020 Q2	$1.09M	Buy	29,057 +2,509	+9%	+$91.2K	0.41%	43
2020 Q1	$865K	Buy	+26,548	New	+$1.04M	0.38%	46

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kohmann Bosshard Financial Services's DGRO Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.65% in Q2 2026, selling an estimated $19.3K and leaving 40,174 shares worth $3.04M. The position accounts for 0.26% of the portfolio, ranked #38.

Kohmann Bosshard Financial Services first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.64M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Kohmann Bosshard Financial Services held 40,174 shares of iShares Core Dividend Growth ETF worth $3.04M as of Q2 2026.
Kohmann Bosshard Financial Services sold 261 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $19.3K.
iShares Core Dividend Growth ETF made up 0.26% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #38 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
Kohmann Bosshard Financial Services's iShares Core Dividend Growth ETF position peaked at $3.64M in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.