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Milestone Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Milestone Asset 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 		– Sell
-5,225
Closed -$367K – 266
2026
Q1 		$367K Buy
+5,225
New +$375K 0.07% 187

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 22.96% 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

Milestone Asset Management's DGRO Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 5,225 shares — an estimated $367K sold.

Milestone Asset Management first reported a position in DGRO in Q1 2026 and held it in 1 quarter. The position peaked at $367K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 5,225 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $367K.
  • Milestone Asset Management first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and held it in 1 quarter.
  • Milestone Asset Management's iShares Core Dividend Growth ETF position peaked at $367K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.