Koshinski Asset Management
DGRO icon

Koshinski Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Koshinski Asset Management’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 		$1.42M Buy
18,735
+723
+4% +$53.3K 0.08% 228
2026
Q1 		$1.26M Buy
18,012
+2,929
+19% +$210K 0.08% 235
2025
Q4 		$1.05M Sell
15,083
-48
-0.3% -$3.3K 0.07% 265
2025
Q3 		$1.03M Sell
15,131
-889
-6% -$58.8K 0.07% 266
2025
Q2 		$1.02M Buy
16,020
+1,532
+11% +$93.4K 0.08% 262
2025
Q1 		$895K Sell
14,488
-2,559
-15% -$160K 0.08% 265
2024
Q4 		$1.05B Buy
17,047
+882
+5% +$55.6K 0.09% 226
2024
Q3 		$1.01M Buy
16,165
+10,576
+189% +$638K 0.09% 239
2024
Q2 		$323K Sell
5,589
-112
-2% -$6.4K 0.03% 446
2024
Q1 		$331K Sell
5,701
-1,580
-22% -$87.7K 0.03% 405
2023
Q4 		$392K Buy
7,281
+1,837
+34% +$93.1K 0.06% 332
2023
Q3 		$270K Buy
5,444
+20
+0.4% +$1.04K 0.03% 450
2023
Q2 		$279K Sell
5,424
-4,773
-47% -$240K 0.03% 471
2023
Q1 		$510K Buy
10,197
+563
+6% +$28.3K 0.05% 322
2022
Q4 		$482K Buy
9,634
+1,989
+26% +$97.6K 0.05% 365
2022
Q3 		$340K Sell
7,645
-401
-5% -$19.7K 0.04% 391
2022
Q2 		$383K Buy
8,046
+10
+0.1% +$504 0.04% 423
2022
Q1 		$429K Sell
8,036
-76
-0.9% -$4.06K 0.04% 418
2021
Q4 		$451K Buy
8,112
+922
+13% +$49.2K 0.04% 414
2021
Q3 		$361K Buy
7,190
+1,225
+21% +$63.5K 0.03% 464
2021
Q2 		$300K Sell
5,965
-1,293
-18% -$64.9K 0.04% 435
2021
Q1 		$350K Sell
7,258
-434
-6% -$20.1K 0.04% 444
2020
Q4 		$345K Buy
7,692
+156
+2% +$6.63K 0.04% 402
2020
Q3 		$315 Sell
7,536
-10,598
-58% -$421K 0.04% 384
2020
Q2 		$682K Buy
18,134
+630
+4% +$22.9K 0.11% 221
2020
Q1 		$570K Buy
17,504
+667
+4% +$26.1K 0.12% 219
2019
Q4 		$707K Buy
+16,837
New +$681K 0.12% 241
2019
Q3 		– Sell
-7,346
Closed -$281K – 174
2019
Q2 		$281K Buy
7,346
+46
+0.6% +$1.72K 0.11% 209
2019
Q1 		$268 Buy
+7,300
New +$260K 0.07% 310

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

Koshinski Asset Management's DGRO Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 4% in Q2 2026, buying an estimated $53.3K and bringing the position to 18,735 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #228.

Koshinski Asset Management first reported a position in DGRO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.05B in Q4 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Koshinski Asset Management held 18,735 shares of iShares Core Dividend Growth ETF worth $1.42M as of Q2 2026.
  • Koshinski Asset Management bought 723 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $53.3K.
  • iShares Core Dividend Growth ETF made up 0.08% of Koshinski Asset Management's portfolio in Q2 2026, its #228 holding.
  • Koshinski Asset Management first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Koshinski Asset Management's iShares Core Dividend Growth ETF position peaked at $1.05B in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.