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Welch & Forbes’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Welch & Forbes’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 		$664K Buy
8,764
+3,797
+76% +$280K 0.01% 263
2026
Q1 		$349K Buy
4,967
+1,969
+66% +$141K ﹤0.01% 310
2025
Q4 		$208K Hold
2,998
– – ﹤0.01% 369
2025
Q3 		$204K Buy
+2,998
New +$198K ﹤0.01% 376

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

Welch & Forbes's DGRO Position: Q2 2026 in Review

Welch & Forbes increased its iShares Core Dividend Growth ETF (DGRO) stake by 76% in Q2 2026, buying an estimated $280K and bringing the position to 8,764 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #263.

Welch & Forbes 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.

  • Welch & Forbes held 8,764 shares of iShares Core Dividend Growth ETF worth $664K as of Q2 2026.
  • Welch & Forbes bought 3,797 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $280K.
  • iShares Core Dividend Growth ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #263 holding.
  • Welch & Forbes 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 Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.