Cascades Capital Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cascades Capital Asset 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 Q1	$1.06M	Buy	15,159 +174	+1%	+$12.5K	0.45%	48
2025 Q4	$1.04M	Buy	14,985 +1,416	+10%	+$97.4K	0.44%	47
2025 Q3	$924K	Buy	13,569 +1,051	+8%	+$69.5K	0.41%	49
2025 Q2	$800K	Sell	12,518 -144	-1%	-$8.78K	0.41%	47
2025 Q1	$782K	Sell	12,662 -467	-4%	-$29.3K	0.42%	40
2024 Q4	$805K	Sell	13,129 -131	-1%	-$8.27K	0.43%	41
2024 Q3	$831K	Buy	+13,260	New	+$799K	0.46%	42

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cascades Capital Asset Management's DGRO Position: Q1 2026 in Review

Cascades Capital Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.2% in Q1 2026, buying an estimated $12.5K and bringing the position to 15,159 shares worth $1.06M. The position accounts for 0.45% of the portfolio, ranked #48.

Cascades Capital Asset Management 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.

Cascades Capital Asset Management held 15,159 shares of iShares Core Dividend Growth ETF worth $1.06M as of Q1 2026.
Cascades Capital Asset Management bought 174 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $12.5K.
iShares Core Dividend Growth ETF made up 0.45% of Cascades Capital Asset Management's portfolio in Q1 2026, its #48 holding.
Cascades Capital Asset Management 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 Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.