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Romano Brothers & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Romano Brothers & Co’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 		$589K Buy
7,773
+400
+5% +$29.5K 0.06% 224
2026
Q1 		$517K Buy
7,373
+1,040
+16% +$74.6K 0.06% 228
2025
Q4 		$440K Hold
6,333
– – 0.05% 236
2025
Q3 		$431K Hold
6,333
– – 0.05% 239
2025
Q2 		$405K Buy
6,333
+100
+2% +$6.1K 0.05% 239
2025
Q1 		$385K Buy
6,233
+200
+3% +$12.5K 0.05% 236
2024
Q4 		$370K Buy
6,033
+38
+0.6% +$2.4K 0.05% 239
2024
Q3 		$376K Buy
5,995
+1,680
+39% +$101K 0.05% 239
2024
Q2 		$249K Hold
4,315
– – 0.03% 277
2024
Q1 		$251K Hold
4,315
– – 0.03% 279
2023
Q4 		$232K Sell
4,315
-1,349
-24% -$68.4K 0.03% 280
2023
Q3 		$281K Buy
5,664
+60
+1% +$3.11K 0.04% 259
2023
Q2 		$289K Buy
5,604
+350
+7% +$17.6K 0.04% 260
2023
Q1 		$263K Buy
5,254
+460
+10% +$23.1K 0.04% 263
2022
Q4 		$240K Sell
4,794
-150
-3% -$7.36K 0.04% 275
2022
Q3 		$220K Buy
+4,944
New +$243K 0.04% 275

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

Romano Brothers & Co's DGRO Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.4% in Q2 2026, buying an estimated $29.5K and bringing the position to 7,773 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #224.

Romano Brothers & Co first reported a position in DGRO in Q3 2022 and has held it in 16 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Romano Brothers & Co held 7,773 shares of iShares Core Dividend Growth ETF worth $589K as of Q2 2026.
  • Romano Brothers & Co bought 400 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $29.5K.
  • iShares Core Dividend Growth ETF made up 0.06% of Romano Brothers & Co's portfolio in Q2 2026, its #224 holding.
  • Romano Brothers & Co first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.