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

Capital Advisors Wealth Management’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	$298K	Buy	3,932 +16	+0.4%	+$1.18K	0.04%	190
2026 Q1	$275K	Buy	3,916 +174	+5%	+$12.5K	0.04%	179
2025 Q4	$260K	Buy	3,742 +322	+9%	+$22.1K	0.04%	190
2025 Q3	$233K	Buy	+3,420	New	+$226K	0.03%	198

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

Capital Advisors Wealth Management's DGRO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.41% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,932 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #190.

Capital Advisors Wealth Management first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Capital Advisors Wealth Management held 3,932 shares of iShares Core Dividend Growth ETF worth $298K as of Q2 2026.
Capital Advisors Wealth Management bought 16 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.18K.
iShares Core Dividend Growth ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #190 holding.
Capital Advisors Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.