Vontobel Holding’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Vontobel Holding’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	$349K	Hold	4,600	–	–	﹤0.01%	1187
2026 Q1	$323K	Hold	4,600	–	–	﹤0.01%	984
2025 Q4	$319K	Hold	4,600	–	–	﹤0.01%	1159
2025 Q3	$313K	Hold	4,600	–	–	﹤0.01%	1091
2025 Q2	$294K	Hold	4,600	–	–	﹤0.01%	1058
2025 Q1	$284K	Hold	4,600	–	–	﹤0.01%	919
2024 Q4	$282K	Buy	+4,600	New	+$290K	﹤0.01%	930
2021 Q4	–	Sell	-3,000	Closed	-$151K	–	1083
2021 Q3	$151K	Buy	+3,000	New	+$155K	﹤0.01%	1067

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

Vontobel Holding's DGRO Position: Q2 2026 in Review

Vontobel Holding held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,600 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Vontobel Holding first reported a position in DGRO in Q3 2021 and has held it in 8 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Vontobel Holding held 4,600 shares of iShares Core Dividend Growth ETF worth $349K as of Q2 2026.
Vontobel Holding left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1187 holding.
Vontobel Holding first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 8 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.