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LMCG Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

LMCG Investments’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 		$2.26M Sell
29,794
-568
-2% -$41.9K 0.12% 131
2026
Q1 		$2.13M Buy
30,362
+49
+0.2% +$3.51K 0.13% 128
2025
Q4 		$2.1M Buy
30,313
+1,098
+4% +$75.5K 0.12% 128
2025
Q3 		$1.99M Buy
29,215
+1,887
+7% +$125K 0.12% 128
2025
Q2 		$1.75M Sell
27,328
-1,067
-4% -$65.1K 0.11% 136
2025
Q1 		$1.75M Buy
28,395
+218
+0.8% +$13.7K 0.12% 144
2024
Q4 		$1.73M Buy
28,177
+3,928
+16% +$248K 0.11% 142
2024
Q3 		$1.52M Buy
24,249
+725
+3% +$43.7K 0.09% 141
2024
Q2 		$1.36M Sell
23,524
-522
-2% -$29.8K 0.08% 162
2024
Q1 		$1.4M Buy
24,046
+325
+1% +$18K 0.08% 164
2023
Q4 		$1.28M Buy
23,721
+306
+1% +$15.5K 0.08% 200
2023
Q3 		$1.16M Buy
23,415
+254
+1% +$13.2K 0.08% 197
2023
Q2 		$1.19M Buy
23,161
+356
+2% +$17.9K 0.08% 205
2023
Q1 		$1.14M Buy
22,805
+33
+0.1% +$1.66K 0.08% 206
2022
Q4 		$1.14M Buy
22,772
+1,003
+5% +$49.2K 0.08% 199
2022
Q3 		$968K Buy
21,769
+8,260
+61% +$407K 0.07% 225
2022
Q2 		$644K Buy
13,509
+214
+2% +$10.8K 0.04% 255
2022
Q1 		$710K Buy
+13,295
New +$710K 0.04% 257

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 22.9% 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

LMCG Investments's DGRO Position: Q2 2026 in Review

LMCG Investments reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q2 2026, selling an estimated $41.9K and leaving 29,794 shares worth $2.26M. The position accounts for 0.12% of the portfolio, ranked #131.

LMCG Investments first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • LMCG Investments held 29,794 shares of iShares Core Dividend Growth ETF worth $2.26M as of Q2 2026.
  • LMCG Investments sold 568 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Core Dividend Growth ETF made up 0.12% of LMCG Investments's portfolio in Q2 2026, its #131 holding.
  • LMCG Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.