Capital Advantage
DGRO icon

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

Capital Advantage’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 		$573K Buy
7,598
+728
+11% +$56.9K 0.07% 95
2026
Q2 		$521K Sell
6,870
-64
-0.9% -$4.72K 0.06% 92
2026
Q1 		$487K Hold
6,934
– – 0.06% 99
2025
Q4 		$481K Sell
6,934
-251
-3% -$17.3K 0.06% 101
2025
Q3 		$489K Buy
7,185
+30
+0.4% +$1.98K 0.07% 94
2025
Q2 		$457K Buy
7,155
+57
+0.8% +$3.48K 0.07% 101
2025
Q1 		$435K Hold
7,098
– – 0.08% 93
2024
Q4 		$435K Buy
+7,098
New +$448K 0.08% 93

Other funds holding DGRO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Capital Advantage's DGRO Position: Q3 2026 in Review

Capital Advantage increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q3 2026, buying an estimated $56.9K and bringing the position to 7,598 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #95.

Capital Advantage first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. 490 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Capital Advantage held 7,598 shares of iShares Core Dividend Growth ETF worth $573K as of Q3 2026.
  • Capital Advantage bought 728 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $56.9K.
  • iShares Core Dividend Growth ETF made up 0.07% of Capital Advantage's portfolio in Q3 2026, its #95 holding.
  • Capital Advantage first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.