Connecticut Capital Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Connecticut Capital Management 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	$317K	Hold	4,187	–	–	0.26%	85
2026 Q1	$294K	Hold	4,187	–	–	0.28%	79
2025 Q4	$291K	Buy	+4,187	New	+$288K	0.28%	66

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Connecticut Capital Management Group's DGRO Position: Q2 2026 in Review

Connecticut Capital Management Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,187 shares worth $317K. The position accounts for 0.26% of the portfolio, ranked #85.

Connecticut Capital Management Group first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,334 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Connecticut Capital Management Group held 4,187 shares of iShares Core Dividend Growth ETF worth $317K as of Q2 2026.
Connecticut Capital Management Group left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.26% of Connecticut Capital Management Group's portfolio in Q2 2026, its #85 holding.
Connecticut Capital Management Group first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,334 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Connecticut Capital Management Group's 13F filing for Q2 2026, filed 20 Jul 2026.