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 Q3	$341K	Sell	4,521 -97	-2%	-$7.58K	0.15%	141
2026 Q2	$356K	Sell	4,618 -48	-1%	-$3.54K	0.16%	142
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Capital Square's DGRO Position: Q3 2026 in Review

Capital Square reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q3 2026, selling an estimated $7.58K and leaving 4,521 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #141.

Capital Square first reported a position in DGRO in Q3 2024 and has held it in 9 quarters since. The position peaked at $356K in Q2 2026. 562 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Capital Square held 4,521 shares of iShares Core Dividend Growth ETF worth $341K as of Q3 2026.
Capital Square sold 97 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $7.58K.
iShares Core Dividend Growth ETF made up 0.15% of Capital Square's portfolio in Q3 2026, its #141 holding.
Capital Square first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 9 quarters since.
Capital Square's iShares Core Dividend Growth ETF position peaked at $356K in Q2 2026.
562 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.