Patriot Investment Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Patriot Investment Management Group’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	$1.74M	Sell	22,894 -1,159	-5%	-$85.5K	0.1%	83
2026 Q1	$1.69M	Buy	24,053 +3	+0%	+$215	0.11%	83
2025 Q4	$1.67M	Buy	24,050 +572	+2%	+$39.3K	0.11%	81
2025 Q3	$1.6M	Hold	23,478	–	–	0.1%	84
2025 Q2	$1.5M	Hold	23,478	–	–	0.1%	82
2025 Q1	$1.45M	Hold	23,478	–	–	0.11%	79
2024 Q4	$1.44M	Hold	23,478	–	–	0.11%	81
2024 Q3	$1.47M	Sell	23,478 -17	-0.1%	-$1.02K	0.11%	84
2024 Q2	$1.35M	Hold	23,495	–	–	0.11%	87
2024 Q1	$1.36M	Sell	23,495 -744	-3%	-$41.3K	0.11%	85
2023 Q4	$1.3M	Buy	24,239 +108	+0.4%	+$5.48K	0.11%	88
2023 Q3	$1.2M	Buy	24,131 +216	+0.9%	+$11.2K	0.11%	90
2023 Q2	$1.23M	Sell	23,915 -7,564	-24%	-$380K	0.1%	95
2023 Q1	$1.57M	Sell	31,479 -26	-0.1%	-$1.3K	0.14%	78
2022 Q4	$1.61M	Sell	31,505 -668	-2%	-$32.8K	0.14%	80
2022 Q3	$1.43M	Buy	32,173 +27	+0.1%	+$1.33K	0.15%	83
2022 Q2	$1.53M	Buy	32,146 +459	+1%	+$23.1K	0.15%	82
2022 Q1	$1.69M	Buy	31,687 +69	+0.2%	+$3.68K	0.15%	81
2021 Q4	$1.76M	Buy	31,618 +90	+0.3%	+$4.8K	0.15%	78
2021 Q3	$1.58M	Buy	31,528 +362	+1%	+$18.8K	0.14%	79
2021 Q2	$1.57M	Sell	31,166 -12	-0%	-$602	0.15%	83
2021 Q1	$1.5M	Buy	31,178 +20,083	+181%	+$928K	0.15%	80
2020 Q4	$497K	Sell	11,095 -20,149	-64%	-$857K	0.08%	119
2020 Q3	$1.24M	Hold	31,244	–	–	0.15%	79
2020 Q2	$1.17M	Hold	31,244	–	–	0.15%	83
2020 Q1	$1.02M	Buy	31,244 +1,570	+5%	+$61.4K	0.15%	83
2019 Q4	$1.25M	Hold	29,674	–	–	0.16%	83
2019 Q3	$1.14M	Sell	29,674 -1,816	-6%	-$70K	0.16%	86
2019 Q2	$1.2M	Buy	31,490 +346	+1%	+$13K	0.17%	82
2019 Q1	$1.14M	Buy	+31,144	New	+$1.11M	0.17%	81

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 22.96% 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

Patriot Investment Management Group's DGRO Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.8% in Q2 2026, selling an estimated $85.5K and leaving 22,894 shares worth $1.74M. The position accounts for 0.1% of the portfolio, ranked #83.

Patriot Investment Management Group first reported a position in DGRO in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.76M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Patriot Investment Management Group held 22,894 shares of iShares Core Dividend Growth ETF worth $1.74M as of Q2 2026.
Patriot Investment Management Group sold 1,159 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $85.5K.
iShares Core Dividend Growth ETF made up 0.1% of Patriot Investment Management Group's portfolio in Q2 2026, its #83 holding.
Patriot Investment Management Group first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's iShares Core Dividend Growth ETF position peaked at $1.76M in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.