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Regatta Research & Money Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Regatta Research & Money 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 		$376K Buy
+4,967
New +$366K 0.36% 55

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's DGRO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 4,967 shares worth $376K. The stake represents 0.36% of the portfolio and ranks #55 among its holdings.

1,110 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Regatta Research & Money Management held 4,967 shares of iShares Core Dividend Growth ETF worth $376K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.36% of Regatta Research & Money Management's portfolio in Q2 2026, its #55 holding.
  • 1,110 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.