Squire Investment Management Company’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Squire Investment Management Company’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	$330K	Hold	4,353	–	–	0.08%	72
2026 Q1	$305K	Hold	4,353	–	–	0.08%	62
2025 Q4	$302K	Hold	4,353	–	–	0.09%	61
2025 Q3	$296K	Hold	4,353	–	–	0.1%	60
2025 Q2	$278K	Sell	4,353 -3	-0.1%	-$183	0.1%	59
2025 Q1	$269K	Sell	4,356 -989	-19%	-$62K	0.11%	56
2024 Q4	$328K	Buy	+5,345	New	+$337K	0.14%	55

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Squire Investment Management Company's DGRO Position: Q2 2026 in Review

Squire Investment Management Company held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,353 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #72.

Squire Investment Management Company first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,102 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Squire Investment Management Company held 4,353 shares of iShares Core Dividend Growth ETF worth $330K as of Q2 2026.
Squire Investment Management Company left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.08% of Squire Investment Management Company's portfolio in Q2 2026, its #72 holding.
Squire Investment Management Company first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,102 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.