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Signature Estate & Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Signature Estate & 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 		$2.06M Buy
27,246
+179
+0.7% +$13.2K 0.04% 169
2026
Q1 		$1.9M Buy
27,067
+4,513
+20% +$324K 0.04% 174
2025
Q4 		$1.57M Buy
22,554
+6,470
+40% +$445K 0.03% 191
2025
Q3 		$1.1M Sell
16,084
-1,498
-9% -$99K 0.02% 236
2025
Q2 		$1.12M Buy
17,582
+3,312
+23% +$202K 0.03% 213
2025
Q1 		$882K Buy
14,270
+5,810
+69% +$364K 0.02% 240
2024
Q4 		$519K Sell
8,460
-50
-0.6% -$3.15K 0.01% 320
2024
Q3 		$533K Sell
8,510
-260
-3% -$15.7K 0.01% 297
2024
Q2 		$505K Buy
+8,770
New +$501K 0.01% 292
2021
Q2 		– Sell
-5,300
Closed -$256K – 165
2021
Q1 		$256K Sell
5,300
-1,598
-23% -$73.9K 0.01% 146
2020
Q4 		$309K Sell
6,898
-2,142
-24% -$91.1K 0.02% 128
2020
Q3 		$359K Sell
9,040
-6,040
-40% -$240K 0.02% 118
2020
Q2 		$567K Sell
15,080
-1,171,687
-99% -$42.6M 0.04% 95
2020
Q1 		$38.7M Buy
1,186,767
+39,622
+3% +$1.55M 3.08% 8
2019
Q4 		$48.3M Buy
+1,147,145
New +$46.4M 2.95% 7
2018
Q1 		– Sell
-3,999
Closed -$139K – 150
2017
Q4 		$139K Buy
+3,999
New +$135K 0.01% 148

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

Signature Estate & Investment Advisors's DGRO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.66% in Q2 2026, buying an estimated $13.2K and bringing the position to 27,246 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #169.

Signature Estate & Investment Advisors first reported a position in DGRO in Q4 2017 and has held it in 16 quarters since. The position peaked at $48.3M in Q4 2019. 905 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Signature Estate & Investment Advisors held 27,246 shares of iShares Core Dividend Growth ETF worth $2.06M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 179 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Core Dividend Growth ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's iShares Core Dividend Growth ETF position peaked at $48.3M in Q4 2019.
  • 905 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.