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Obermeyer Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Obermeyer Wealth 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
2026
Q2 		$474K Sell
6,252
-282
-4% -$20.8K 0.02% 177
2026
Q1 		$459K Hold
6,534
– – 0.02% 181
2025
Q4 		$454K Buy
6,534
+2,974
+84% +$204K 0.02% 181
2025
Q3 		$242K Buy
+3,560
New +$235K 0.01% 259

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

Obermeyer Wealth Partners's DGRO Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, selling an estimated $20.8K and leaving 6,252 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #177.

Obermeyer Wealth Partners first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Obermeyer Wealth Partners held 6,252 shares of iShares Core Dividend Growth ETF worth $474K as of Q2 2026.
  • Obermeyer Wealth Partners sold 282 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $20.8K.
  • iShares Core Dividend Growth ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.