Annis Gardner Whiting Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-1,583	Closed	-$111K	–	565
2026 Q1	$111K	Hold	1,583	–	–	0.02%	422
2025 Q4	$110K	Sell	1,583 -28	-2%	-$1.93K	0.02%	387
2025 Q3	$110K	Buy	1,611 +28	+2%	+$1.85K	0.02%	374
2025 Q2	$101K	Buy	1,583 +1,052	+198%	+$64.1K	0.04%	297
2025 Q1	$32.8K	Hold	531	–	–	0.01%	394
2024 Q4	$32.6K	Hold	531	–	–	0.01%	388
2024 Q3	$33.3K	Hold	531	–	–	0.01%	408
2024 Q2	$30.6K	Hold	531	–	–	0.01%	487
2024 Q1	$30.8K	Hold	531	–	–	0.01%	468
2023 Q4	$28.6K	Hold	531	–	–	0.01%	360
2023 Q3	$26.5K	Buy	+531	New	+$27.5K	0.01%	361

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 22.9% 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

Annis Gardner Whiting Capital Advisors's DGRO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 1,583 shares — an estimated $111K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DGRO in Q3 2023 and held it in 11 quarters. The position peaked at $111K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,583 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $111K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares Core Dividend Growth ETF position peaked at $111K in Q1 2026.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.