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Polaris Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Polaris Investment Advisors’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 		$241K Sell
3,182
-2
-0.1% -$148 0.15% 74
2026
Q1 		$223K Sell
3,184
-27
-0.8% -$1.94K 0.16% 69
2025
Q4 		$223K Buy
+3,211
New +$221K 0.16% 70

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Polaris Investment Advisors's DGRO Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.06% in Q2 2026, selling an estimated $148 and leaving 3,182 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #74.

Polaris Investment Advisors first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Polaris Investment Advisors held 3,182 shares of iShares Core Dividend Growth ETF worth $241K as of Q2 2026.
  • Polaris Investment Advisors sold 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
  • iShares Core Dividend Growth ETF made up 0.15% of Polaris Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Polaris Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.