Capital Advisory Group Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7,590
Closed -$527K 42
2025
Q4
$527K Buy
7,590
+82
+1% +$5.64K 0.16% 110
2025
Q3
$511K Buy
7,508
+571
+8% +$37.7K 0.16% 118
2025
Q2
$444K Hold
6,937
0.16% 120
2025
Q1
$429K Sell
6,937
-80
-1% -$5.01K 0.16% 115
2024
Q4
$430K Buy
7,017
+2,215
+46% +$140K 0.15% 120
2024
Q3
$301K Buy
4,802
+632
+15% +$38.1K 0.12% 129
2024
Q2
$240K Buy
+4,170
New +$238K 0.1% 131

Other funds holding DGRO

Capital Advisory Group Advisory Services's DGRO Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 7,590 shares — an estimated $527K sold.

Capital Advisory Group Advisory Services first reported a position in DGRO in Q2 2024 and held it in 7 quarters. The position peaked at $527K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 7,590 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $527K.
  • Capital Advisory Group Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and held it in 7 quarters.
  • Capital Advisory Group Advisory Services's iShares Core Dividend Growth ETF position peaked at $527K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.