Stone House Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stone House Investment Management’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	$196K	Buy	2,587 +10	+0.4%	+$738	0.03%	93
2026 Q1	$181K	Buy	2,577 +11	+0.4%	+$789	0.03%	84
2025 Q4	$178K	Buy	2,566 +226	+10%	+$15.5K	0.03%	83
2025 Q3	$159K	Buy	2,340 +12	+0.5%	+$793	0.03%	87
2025 Q2	$149K	Buy	2,328 +7	+0.3%	+$427	0.03%	89
2025 Q1	$143K	Buy	+2,321	New	+$145K	0.03%	75
2024 Q4	–	Sell	-2,973	Closed	-$186K	–	136
2024 Q3	$186K	Sell	2,973 -1,115	-27%	-$67.2K	0.04%	53
2024 Q2	$236K	Sell	4,088 -1,697	-29%	-$96.9K	0.06%	45
2024 Q1	$336K	Sell	5,785 -22,779	-80%	-$1.26M	0.08%	47
2023 Q4	$1.54M	Buy	28,564 +23,198	+432%	+$1.18M	0.53%	21
2023 Q3	$266K	Buy	5,366 +5,360	+89,333%	+$278K	0.09%	34
2023 Q2	$309	Hold	6	–	–	﹤0.01%	325
2023 Q1	$300	Buy	+6	New	+$301	﹤0.01%	295
2021 Q2	–	Sell	-180,119	Closed	-$8.07M	–	39
2021 Q1	$8.07M	Hold	180,119	–	–	4.07%	10
2020 Q4	$8.07M	Buy	180,119 +929	+0.5%	+$39.5K	4.07%	10
2020 Q3	$7.13M	Sell	179,190 -1,741	-1%	-$69.2K	2.88%	12
2020 Q2	$6.8M	Sell	180,931 -17,810	-9%	-$648K	3.41%	8
2020 Q1	$6.48M	Buy	+198,741	New	+$7.77M	3.78%	10
2019 Q4	–	Sell	-74,805	Closed	-$2.93M	–	30
2019 Q3	$2.93M	Buy	+74,805	New	+$2.88M	1.46%	20
2019 Q2	–	Sell	-88,222	Closed	-$3.24M	–	70
2019 Q1	$3.24M	Buy	88,222 +48,906	+124%	+$1.74M	1.69%	23
2018 Q4	$1.3M	Sell	39,316 -2,679	-6%	-$94.2K	0.82%	24
2018 Q3	$1.56M	Sell	41,995 -2,103	-5%	-$76.4K	0.89%	24
2018 Q2	$1.51M	Buy	44,098 +2,058	+5%	+$70.9K	0.96%	25
2018 Q1	$1.43M	Buy	42,040 +7,653	+22%	+$270K	0.93%	25
2017 Q4	$1.2M	Buy	34,387 +1,780	+5%	+$60.1K	0.81%	25
2017 Q3	$1.06M	Sell	32,607 -11,342	-26%	-$361K	0.75%	26
2017 Q2	$1.38M	Buy	43,949 +584	+1%	+$18.1K	0.99%	25
2017 Q1	$1.32M	Buy	+43,365	New	+$1.3M	0.99%	25

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

Stone House Investment Management's DGRO Position: Q2 2026 in Review

Stone House Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.39% in Q2 2026, buying an estimated $738 and bringing the position to 2,587 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #93.

Stone House Investment Management first reported a position in DGRO in Q1 2017 and has held it in 28 quarters since. The position peaked at $8.07M in Q1 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Stone House Investment Management held 2,587 shares of iShares Core Dividend Growth ETF worth $196K as of Q2 2026.
Stone House Investment Management bought 10 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $738.
iShares Core Dividend Growth ETF made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #93 holding.
Stone House Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2017 and has held it in 28 quarters since.
Stone House Investment Management's iShares Core Dividend Growth ETF position peaked at $8.07M in Q1 2021.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.