Kovitz Investment Group Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kovitz Investment Group Partners’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	$668K	Buy	8,818 +2,919	+49%	+$215K	0.01%	361
2026 Q1	$414K	Buy	5,899 +24	+0.4%	+$1.72K	0.01%	416
2025 Q4	$408K	Sell	5,875 -28,449	-83%	-$1.96M	0.01%	410
2025 Q3	$2.34M	Sell	34,324 -118	-0.3%	-$7.8K	0.01%	617
2025 Q2	$2.2M	Sell	34,442 -2,044	-6%	-$125K	0.01%	613
2025 Q1	$2.25M	Sell	36,486 -115	-0.3%	-$7.21K	0.01%	559
2024 Q4	$2.25M	Buy	36,601 +19,505	+114%	+$1.23M	0.01%	553
2024 Q3	$995K	Buy	17,096 +10,635	+165%	+$641K	0.01%	625
2024 Q2	$372K	Buy	+6,461	New	+$369K	﹤0.01%	696

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 22.9% 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

Kovitz Investment Group Partners's DGRO Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 49% in Q2 2026, buying an estimated $215K and bringing the position to 8,818 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #361.

Kovitz Investment Group Partners first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Kovitz Investment Group Partners held 8,818 shares of iShares Core Dividend Growth ETF worth $668K as of Q2 2026.
Kovitz Investment Group Partners bought 2,919 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $215K.
iShares Core Dividend Growth ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #361 holding.
Kovitz Investment Group Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShares Core Dividend Growth ETF position peaked at $2.34M in Q3 2025.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.