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Westmount Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Westmount Partners’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 		$538K Buy
+7,100
New +$524K 0.12% 140
2023
Q4 		– Sell
-6,366
Closed -$315K – 204
2023
Q3 		$315K Buy
+6,366
New +$330K 0.14% 148

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

Westmount Partners's DGRO Position: Q2 2026 in Review

Westmount Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 7,100 shares worth $538K. The stake represents 0.12% of the portfolio and ranks #140 among its holdings. This is a return to the name: Westmount Partners previously reported a position in DGRO as recently as Q3 2023.

Westmount Partners first reported a position in DGRO in Q3 2023 and has held it in 2 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Westmount Partners held 7,100 shares of iShares Core Dividend Growth ETF worth $538K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Westmount Partners position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.12% of Westmount Partners's portfolio in Q2 2026, its #140 holding.
  • Westmount Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.