American Capital Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

American Capital Advisory’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	$137K	Buy	1,802 +4	+0.2%	+$295	0.05%	130
2026 Q1	$126K	Buy	1,798 +4	+0.2%	+$287	0.05%	136
2025 Q4	$125K	Buy	1,794 +6	+0.3%	+$413	0.05%	134
2025 Q3	$122K	Sell	1,788 -255	-12%	-$16.9K	0.06%	128
2025 Q2	$131K	Sell	2,043 -1,076	-34%	-$65.6K	0.07%	112
2025 Q1	$193K	Sell	3,119 -78	-2%	-$4.89K	0.1%	93
2024 Q4	$196K	Buy	3,197 +1	+0%	+$63	0.11%	97
2024 Q3	$200K	Sell	3,196 -896	-22%	-$54K	0.12%	91
2024 Q2	$220K	Sell	4,092 -832	-17%	-$47.5K	0.16%	81
2024 Q1	$246K	Buy	4,924 +832	+20%	+$46.2K	0.21%	75
2023 Q4	$220K	Buy	+4,092	New	+$207K	0.16%	81

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Capital Advisory's DGRO Position: Q2 2026 in Review

American Capital Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.22% in Q2 2026, buying an estimated $295 and bringing the position to 1,802 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #130.

American Capital Advisory first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q1 2024. 581 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

American Capital Advisory held 1,802 shares of iShares Core Dividend Growth ETF worth $137K as of Q2 2026.
American Capital Advisory bought 4 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $295.
iShares Core Dividend Growth ETF made up 0.05% of American Capital Advisory's portfolio in Q2 2026, its #130 holding.
American Capital Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's iShares Core Dividend Growth ETF position peaked at $246K in Q1 2024.
581 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.