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DGRO icon

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

Capital Square’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
Q1 		$340K Buy
4,666
+654
+16% +$46.9K 0.16% 147
2025
Q4 		$279K Buy
4,012
+2
+0% +$138 0.14% 154
2025
Q3 		$273K Buy
4,010
+2
+0% +$132 0.14% 152
2025
Q2 		$260K Buy
4,008
+97
+2% +$5.92K 0.14% 163
2025
Q1 		$242K Sell
3,911
-50
-1% -$3.13K 0.14% 152
2024
Q4 		$251K Buy
3,961
+720
+22% +$45.4K 0.14% 146
2024
Q3 		$203K Buy
+3,241
New +$195K 0.12% 150

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Square's DGRO Position: Q1 2026 in Review

Capital Square increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q1 2026, buying an estimated $46.9K and bringing the position to 4,666 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #147.

Capital Square first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Capital Square held 4,666 shares of iShares Core Dividend Growth ETF worth $340K as of Q1 2026.
  • Capital Square bought 654 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $46.9K.
  • iShares Core Dividend Growth ETF made up 0.16% of Capital Square's portfolio in Q1 2026, its #147 holding.
  • Capital Square first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.