Kovitz Investment Group Partners
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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
2025
Q3 		$2.34M Sell
2025
Q2 		$2.2M Sell
2025
Q1 		$2.25M Sell
2024
Q4 		$2.25M Buy
2024
Q3 		$995K Buy
2024
Q2 		$372K Buy