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

Aptus 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 		$12.3M Buy
162,707
+23,030
+16% +$1.7M 0.08% 197
2026
Q1 		$9.8M Sell
139,677
-4,719
-3% -$338K 0.08% 218
2025
Q4 		$10M Buy
144,396
+14,570
+11% +$1M 0.07% 209
2025
Q3 		$8.84M Buy
129,826
+1,990
+2% +$132K 0.06% 230
2025
Q2 		$8.17M Buy
127,836
+16,282
+15% +$993K 0.07% 216
2025
Q1 		$6.89M Buy
111,554
+16,445
+17% +$1.03M 0.07% 234
2024
Q4 		$5.83M Buy
95,109
+76,059
+399% +$4.8M 0.06% 244
2024
Q3 		$1.19M Buy
19,050
+12,399
+186% +$747K 0.02% 379
2024
Q2 		$383K Sell
6,651
-145
-2% -$8.28K 0.01% 562
2024
Q1 		$395K Buy
6,796
+619
+10% +$34.4K 0.01% 565
2023
Q4 		$332K Sell
6,177
-4,723
-43% -$239K 0.01% 447
2023
Q3 		$540K Buy
10,900
+6,574
+152% +$340K 0.01% 370
2023
Q2 		$223K Sell
4,326
-623
-13% -$31.3K 0.01% 462
2023
Q1 		$247K Sell
4,949
-1,838
-27% -$92.3K 0.01% 426
2022
Q4 		$339K Buy
6,787
+275
+4% +$13.5K 0.01% 394
2022
Q3 		$290K Buy
6,512
+4,446
+215% +$219K 0.01% 389
2022
Q2 		$98K Buy
2,066
+635
+44% +$32K ﹤0.01% 420
2022
Q1 		$76K Buy
1,431
+349
+32% +$18.6K ﹤0.01% 486
2021
Q4 		$60K Buy
1,082
+6
+0.6% +$320 ﹤0.01% 418
2021
Q3 		$54K Buy
+1,076
New +$55.7K ﹤0.01% 407

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

Aptus Capital Advisors's DGRO Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q2 2026, buying an estimated $1.7M and bringing the position to 162,707 shares worth $12.3M. The position accounts for 0.08% of the portfolio, ranked #197.

Aptus Capital Advisors first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Aptus Capital Advisors held 162,707 shares of iShares Core Dividend Growth ETF worth $12.3M as of Q2 2026.
  • Aptus Capital Advisors bought 23,030 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.7M.
  • iShares Core Dividend Growth ETF made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Aptus Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.