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DGRO icon

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

&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 		$29.1M Sell
382,727
-1,037
-0.3% -$76.5K 0.12% 153
2026
Q1 		$26.9M Sell
383,764
-7,439
-2% -$533K 0.13% 142
2025
Q4 		$27.2M Buy
391,203
+18,335
+5% +$1.26M 0.14% 138
2025
Q3 		$25.4M Buy
372,868
+30,964
+9% +$2.05M 0.16% 127
2025
Q2 		$21.9M Buy
341,904
+48,389
+16% +$2.95M 0.17% 127
2025
Q1 		$18M Buy
293,515
+61,459
+26% +$3.85M 0.19% 115
2024
Q4 		$14.2M Buy
232,056
+9,050
+4% +$571K 0.17% 127
2024
Q3 		$13.9M Buy
223,006
+26,462
+13% +$1.6M 0.27% 86
2024
Q2 		$11.3M Buy
196,544
+133,258
+211% +$7.61M 0.5% 43
2024
Q1 		$3.77M Buy
63,286
+22,152
+54% +$1.23M 0.52% 36
2023
Q4 		$2.21M Buy
+41,134
New +$2.09M 0.54% 45

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

&Partners's DGRO Position: Q2 2026 in Review

&Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.27% in Q2 2026, selling an estimated $76.5K and leaving 382,727 shares worth $29.1M. The position accounts for 0.12% of the portfolio, ranked #153.

&Partners first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • &Partners held 382,727 shares of iShares Core Dividend Growth ETF worth $29.1M as of Q2 2026.
  • &Partners sold 1,037 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $76.5K.
  • iShares Core Dividend Growth ETF made up 0.12% of &Partners's portfolio in Q2 2026, its #153 holding.
  • &Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.