CG
DGRO icon

Caprock Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Caprock Group’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 		$792K Sell
10,455
-1
-0% -$74 0.02% 699
2026
Q1 		$734K Sell
10,456
-1,316
-11% -$94.3K 0.02% 633
2025
Q4 		$817K Buy
11,772
+1,639
+16% +$113K 0.02% 661
2025
Q3 		$678K Buy
+10,133
New +$670K 0.02% 700
2025
Q1 		$616K Buy
+9,972
New +$625K 0.02% 635

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caprock Group's DGRO Position: Q2 2026 in Review

Caprock Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.01% in Q2 2026, selling an estimated $74 and leaving 10,455 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #699.

Caprock Group first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $817K in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Caprock Group held 10,455 shares of iShares Core Dividend Growth ETF worth $792K as of Q2 2026.
  • Caprock Group sold 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
  • iShares Core Dividend Growth ETF made up 0.02% of Caprock Group's portfolio in Q2 2026, its #699 holding.
  • Caprock Group first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Caprock Group's iShares Core Dividend Growth ETF position peaked at $817K in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.