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Vise Technologies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vise Technologies’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 		$4.16M Buy
54,907
+4,271
+8% +$315K 0.05% 324
2026
Q1 		$3.52M Hold
50,636
– – 0.07% 234
2025
Q4 		$3.52M Buy
50,636
+28,281
+127% +$1.94M 0.07% 235
2025
Q3 		$1.52M Buy
22,355
+4,932
+28% +$326K 0.06% 317
2025
Q2 		$1.11M Buy
+17,423
New +$1.06M 0.05% 409

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 22.9% 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

Vise Technologies's DGRO Position: Q2 2026 in Review

Vise Technologies increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.4% in Q2 2026, buying an estimated $315K and bringing the position to 54,907 shares worth $4.16M. The position accounts for 0.05% of the portfolio, ranked #324.

Vise Technologies first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Vise Technologies held 54,907 shares of iShares Core Dividend Growth ETF worth $4.16M as of Q2 2026.
  • Vise Technologies bought 4,271 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $315K.
  • iShares Core Dividend Growth ETF made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #324 holding.
  • Vise Technologies first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.