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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 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: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.41% in Q1 2026, buying an estimated $1.72K and bringing the position to 5,899 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #416.

Kovitz Investment Group Partners first reported a position in DGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.34M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Kovitz Investment Group Partners held 5,899 shares of iShares Core Dividend Growth ETF worth $414K as of Q1 2026.
Kovitz Investment Group Partners bought 24 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.72K.
iShares Core Dividend Growth ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #416 holding.
Kovitz Investment Group Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares Core Dividend Growth ETF position peaked at $2.34M in Q3 2025.
1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.