CoreCap Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CoreCap Advisors’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	$2.69M	Buy	35,556 +1,882	+6%	+$139K	0.08%	211
2026 Q1	$2.36M	Buy	33,674 +1,447	+4%	+$104K	0.08%	211
2025 Q4	$2.24M	Buy	32,227 +174	+0.5%	+$12K	0.08%	225
2025 Q3	$2.18M	Buy	32,053 +866	+3%	+$57.2K	0.08%	221
2025 Q2	$1.99M	Sell	31,187 -126	-0.4%	-$7.68K	0.08%	216
2025 Q1	$1.93M	Sell	31,313 -1,867	-6%	-$117K	0.09%	211
2024 Q4	$2.04M	Buy	33,180 +991	+3%	+$62.5K	0.09%	213
2024 Q3	$2.02M	Sell	32,189 -895	-3%	-$54K	0.09%	218
2024 Q2	$1.91M	Buy	33,084 +624	+2%	+$35.6K	0.2%	109
2024 Q1	$1.88M	Buy	32,460 +523	+2%	+$29K	0.1%	199
2023 Q4	$1.72M	Sell	31,937 -111,939	-78%	-$5.68M	0.11%	186
2023 Q3	$7.13M	Sell	143,876 -1,723	-1%	-$89.2K	0.51%	42
2023 Q2	$7.5M	Buy	+145,599	New	+$7.32M	0.53%	38
2022 Q4	$8.37M	Buy	167,466 +16,675	+11%	+$819K	0.6%	34
2022 Q3	$6.71M	Sell	150,791 -2,256	-1%	-$111K	0.56%	41
2022 Q2	$7.29M	Sell	153,047 -5,606	-4%	-$283K	0.57%	35
2022 Q1	$8.47M	Buy	158,653 +4,905	+3%	+$262K	0.59%	36
2021 Q4	$8.54M	Buy	+153,748	New	+$8.21M	0.57%	37

Other funds holding DGRO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

CoreCap Advisors's DGRO Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.6% in Q2 2026, buying an estimated $139K and bringing the position to 35,556 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #211.

CoreCap Advisors first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.54M in Q4 2021. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

CoreCap Advisors held 35,556 shares of iShares Core Dividend Growth ETF worth $2.69M as of Q2 2026.
CoreCap Advisors bought 1,882 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $139K.
iShares Core Dividend Growth ETF made up 0.08% of CoreCap Advisors's portfolio in Q2 2026, its #211 holding.
CoreCap Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's iShares Core Dividend Growth ETF position peaked at $8.54M in Q4 2021.
665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.