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DGRO icon

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

Apella Capital’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 		$506K Buy
6,516
+996
+18% +$73.5K 0.01% 472
2026
Q1 		$404K Buy
5,520
+1,186
+27% +$85K 0.01% 495
2025
Q4 		$301K Hold
4,334
– – 0.01% 435
2025
Q3 		$293K Buy
+4,334
New +$286K 0.01% 396

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
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

Apella Capital's DGRO Position: Q2 2026 in Review

Apella Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q2 2026, buying an estimated $73.5K and bringing the position to 6,516 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #472.

Apella Capital first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 898 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Apella Capital held 6,516 shares of iShares Core Dividend Growth ETF worth $506K as of Q2 2026.
  • Apella Capital bought 996 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $73.5K.
  • iShares Core Dividend Growth ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #472 holding.
  • Apella Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.