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

Rowlandmiller & 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	$160K	Hold	2,105	–	–	0.03%	169
2026 Q1	$148K	Hold	2,105	–	–	0.03%	167
2025 Q4	$146K	Sell	2,105 -110	-5%	-$7.56K	0.03%	173
2025 Q3	$151K	Hold	2,215	–	–	0.03%	166
2025 Q2	$142K	Hold	2,215	–	–	0.03%	162
2025 Q1	$137K	Hold	2,215	–	–	0.03%	162
2024 Q4	$136K	Sell	2,215 -65	-3%	-$4.1K	0.03%	163
2024 Q3	$143K	Hold	2,280	–	–	0.03%	158
2024 Q2	$131K	Hold	2,280	–	–	0.03%	156
2024 Q1	$132K	Hold	2,280	–	–	0.03%	160
2023 Q4	$123K	Sell	2,280 -68	-3%	-$3.45K	0.03%	164
2023 Q3	$116K	Sell	2,348 -83	-3%	-$4.3K	0.03%	164
2023 Q2	$125K	Buy	2,431 +83	+4%	+$4.17K	0.03%	166
2023 Q1	$117K	Hold	2,348	–	–	0.03%	168
2022 Q4	$117K	Sell	2,348 -43	-2%	-$2.11K	0.03%	171
2022 Q3	$106K	Buy	2,391 +245	+11%	+$12.1K	0.03%	169
2022 Q2	$102K	Hold	2,146	–	–	0.03%	172
2022 Q1	$115K	Buy	2,146 +165	+8%	+$8.81K	0.03%	172
2021 Q4	$110K	Buy	+1,981	New	+$106K	0.02%	183

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

Rowlandmiller & Partners's DGRO Position: Q2 2026 in Review

Rowlandmiller & Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 2,105 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #169.

Rowlandmiller & Partners first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Rowlandmiller & Partners held 2,105 shares of iShares Core Dividend Growth ETF worth $160K as of Q2 2026.
Rowlandmiller & Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of Rowlandmiller & Partners's portfolio in Q2 2026, its #169 holding.
Rowlandmiller & Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.