Robertson Stephens Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Robertson Stephens Wealth 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	$22M	Sell	289,676 -11,072	-4%	-$817K	0.54%	34
2026 Q1	$21.1M	Sell	300,748 -5,931	-2%	-$425K	0.59%	34
2025 Q4	$21.3M	Sell	306,679 -3,521	-1%	-$242K	0.55%	33
2025 Q3	$21.1M	Sell	310,200 -1,078	-0.3%	-$71.2K	0.64%	28
2025 Q2	$19.9M	Buy	311,278 +204,389	+191%	+$12.5M	0.63%	34
2025 Q1	$6.6M	Sell	106,889 -3,003	-3%	-$188K	0.23%	84
2024 Q4	$6.74M	Sell	109,892 -216,800	-66%	-$13.7M	0.24%	82
2024 Q3	$20.5M	Buy	326,692 +295,961	+963%	+$17.8M	0.74%	31
2024 Q2	$1.77M	Sell	30,731 -725	-2%	-$41.4K	0.09%	162
2024 Q1	$1.83M	Hold	31,456	–	–	0.1%	167
2023 Q4	$1.69M	Sell	31,456 -2,587	-8%	-$131K	0.1%	158
2023 Q3	$1.7M	Sell	34,043 -7,522	-18%	-$389K	0.11%	157
2023 Q2	$2.14M	Sell	41,565 -1,105	-3%	-$55.6K	0.15%	124
2023 Q1	$2.13M	Sell	42,670 -12,619	-23%	-$634K	0.16%	117
2022 Q4	$2.76M	Buy	55,289 +937	+2%	+$46K	0.27%	86
2022 Q3	$2.42M	Sell	54,352 -10,049	-16%	-$495K	0.25%	81
2022 Q2	$3.07M	Buy	64,401 +16,008	+33%	+$807K	0.29%	75
2022 Q1	$2.58M	Sell	48,393 -2,876	-6%	-$154K	0.22%	89
2021 Q4	$2.85M	Sell	51,269 -4,885	-9%	-$261K	0.24%	92
2021 Q3	$2.82M	Sell	56,154 -137	-0.2%	-$7.1K	0.32%	60
2021 Q2	$2.83M	Sell	56,291 -415	-0.7%	-$20.8K	0.34%	56
2021 Q1	$2.74M	Sell	56,706 -6,358	-10%	-$294K	0.44%	46
2020 Q4	$2.83M	Sell	63,064 -1,099	-2%	-$46.7K	0.59%	38
2020 Q3	$2.55M	Sell	64,163 -49,056	-43%	-$1.95M	0.63%	35
2020 Q2	$4.26M	Sell	113,219 -89,581	-44%	-$3.26M	1.23%	20
2020 Q1	$6.61M	Buy	202,800 +182,760	+912%	+$7.15M	2.26%	11
2019 Q4	$843K	Sell	20,040 -41,620	-67%	-$1.68M	0.43%	45
2019 Q3	$2.41M	Buy	+61,660	New	+$2.38M	1.22%	21

Other funds holding DGRO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Robertson Stephens Wealth Management's DGRO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q2 2026, selling an estimated $817K and leaving 289,676 shares worth $22M. The position accounts for 0.54% of the portfolio, ranked #34.

Robertson Stephens Wealth Management first reported a position in DGRO in Q3 2019 and has held it in 28 quarters since. 635 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Robertson Stephens Wealth Management held 289,676 shares of iShares Core Dividend Growth ETF worth $22M as of Q2 2026.
Robertson Stephens Wealth Management sold 11,072 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $817K.
iShares Core Dividend Growth ETF made up 0.54% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #34 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 28 quarters since.
635 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.