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Steigerwald Gordon & Koch’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Steigerwald Gordon & Koch’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 		$8K Buy
106
+1
+1% +$74 ﹤0.01% 571
2026
Q1 		$7.38K Hold
105
– – ﹤0.01% 567
2025
Q4 		$7.26K Buy
105
+1
+1% +$69 ﹤0.01% 629
2025
Q3 		$7.08K Buy
+104
New +$6.87K ﹤0.01% 572

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

Steigerwald Gordon & Koch's DGRO Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.95% in Q2 2026, buying an estimated $74 and bringing the position to 106 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Steigerwald Gordon & Koch first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Steigerwald Gordon & Koch held 106 shares of iShares Core Dividend Growth ETF worth $8K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #571 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.