AC
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
Q3 		$575K Buy
7,531
+1,015
+16% +$79.3K 0.01% 481
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Apella Capital's DGRO Position: Q3 2026 in Review

Apella Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q3 2026, buying an estimated $79.3K and bringing the position to 7,531 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #481.

Apella Capital first reported a position in DGRO in Q3 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Apella Capital held 7,531 shares of iShares Core Dividend Growth ETF worth $575K as of Q3 2026.
  • Apella Capital bought 1,015 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $79.3K.
  • iShares Core Dividend Growth ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #481 holding.
  • Apella Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.