North Star Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

North Star Investment 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	$272K	Buy	3,591 +300	+9%	+$22.1K	0.01%	477
2026 Q1	$231K	Hold	3,291	–	–	0.01%	480
2025 Q4	$228K	Hold	3,291	–	–	0.01%	425
2025 Q3	$224K	Hold	3,291	–	–	0.01%	420
2025 Q2	$210K	Hold	3,291	–	–	0.01%	414
2025 Q1	$203K	Hold	3,291	–	–	0.01%	411
2024 Q4	$202K	Hold	3,291	–	–	0.01%	415
2024 Q3	$206K	Hold	3,291	–	–	0.01%	417
2024 Q2	$190K	Hold	3,291	–	–	0.01%	416
2024 Q1	$191K	Buy	3,291 +383	+13%	+$21.3K	0.01%	428
2023 Q4	$157K	Buy	+2,908	New	+$147K	0.01%	445

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

North Star Investment Management's DGRO Position: Q2 2026 in Review

North Star Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,591 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #477.

North Star Investment Management first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

North Star Investment Management held 3,591 shares of iShares Core Dividend Growth ETF worth $272K as of Q2 2026.
North Star Investment Management bought 300 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $22.1K.
iShares Core Dividend Growth ETF made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #477 holding.
North Star Investment Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.