Spirepoint Private Client’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Spirepoint Private Client’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	$2.25M	Buy	29,695 +783	+3%	+$57.8K	0.18%	80
2026 Q1	$2.03M	Sell	28,912 -15,459	-35%	-$1.11M	0.19%	80
2025 Q4	$3.08M	Buy	44,371 +2,700	+6%	+$186K	0.29%	64
2025 Q3	$2.84M	Buy	41,671 +563	+1%	+$37.2K	0.3%	72
2025 Q2	$2.63M	Buy	41,108 +524	+1%	+$32K	0.3%	71
2025 Q1	$2.51M	Sell	40,584 -2,312	-5%	-$145K	0.33%	64
2024 Q4	$2.63M	Buy	42,896 +2,612	+6%	+$165K	0.33%	63
2024 Q3	$2.53M	Buy	40,284 +544	+1%	+$32.8K	0.33%	63
2024 Q2	$2.29M	Buy	39,740 +2,243	+6%	+$128K	0.32%	65
2024 Q1	$2.18M	Buy	+37,497	New	+$2.08M	0.33%	61

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

Spirepoint Private Client's DGRO Position: Q2 2026 in Review

Spirepoint Private Client increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, buying an estimated $57.8K and bringing the position to 29,695 shares worth $2.25M. The position accounts for 0.18% of the portfolio, ranked #80.

Spirepoint Private Client first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.08M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Spirepoint Private Client held 29,695 shares of iShares Core Dividend Growth ETF worth $2.25M as of Q2 2026.
Spirepoint Private Client bought 783 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $57.8K.
iShares Core Dividend Growth ETF made up 0.18% of Spirepoint Private Client's portfolio in Q2 2026, its #80 holding.
Spirepoint Private Client first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's iShares Core Dividend Growth ETF position peaked at $3.08M in Q4 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.