Biltmore Family Office’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Biltmore Family Office’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	$901K	Buy	11,884 +1,637	+16%	+$121K	0.12%	125
2026 Q1	$719K	Hold	10,247	–	–	0.1%	130
2025 Q4	$711K	Hold	10,247	–	–	0.1%	125
2025 Q3	$698K	Hold	10,247	–	–	0.1%	119
2025 Q2	$655K	Hold	10,247	–	–	0.11%	109
2025 Q1	$633K	Hold	10,247	–	–	0.11%	116
2024 Q4	$629K	Hold	10,247	–	–	0.11%	111
2024 Q3	$642K	Hold	10,247	–	–	0.11%	110
2024 Q2	$590K	Hold	10,247	–	–	0.11%	104
2024 Q1	$595K	Hold	10,247	–	–	0.12%	100
2023 Q4	$551K	Hold	10,247	–	–	0.11%	103
2023 Q3	$511K	Hold	10,247	–	–	0.12%	110
2023 Q2	$528K	Hold	10,247	–	–	0.11%	104
2023 Q1	$512K	Hold	10,247	–	–	0.11%	122
2022 Q4	$512K	Hold	10,247	–	–	0.11%	123
2022 Q3	$456K	Hold	10,247	–	–	0.1%	106
2022 Q2	$488K	Hold	10,247	–	–	0.12%	104
2022 Q1	$547K	Hold	10,247	–	–	0.12%	99
2021 Q4	$570K	Buy	10,247 +6,000	+141%	+$320K	0.11%	113
2021 Q3	$213K	Buy	+4,247	New	+$220K	0.05%	169
2020 Q1	–	Sell	-1,207	Closed	-$51K	–	179
2019 Q4	$51K	Buy	+1,207	New	+$48.8K	0.02%	177

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 22.96% 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

Biltmore Family Office's DGRO Position: Q2 2026 in Review

Biltmore Family Office increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q2 2026, buying an estimated $121K and bringing the position to 11,884 shares worth $901K. The position accounts for 0.12% of the portfolio, ranked #125.

Biltmore Family Office first reported a position in DGRO in Q4 2019 and has held it in 21 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Biltmore Family Office held 11,884 shares of iShares Core Dividend Growth ETF worth $901K as of Q2 2026.
Biltmore Family Office bought 1,637 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $121K.
iShares Core Dividend Growth ETF made up 0.12% of Biltmore Family Office's portfolio in Q2 2026, its #125 holding.
Biltmore Family Office first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 21 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.