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

Dorato Capital 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
Q2 		$75.4K Hold
978
– – 0.05% 153
2026
Q1 		$70.4K Hold
978
– – 0.05% 156
2025
Q4 		$69.7K Buy
+978
New +$67.2K 0.05% 154

Other funds holding DGRO

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
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
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Dorato Capital Management's DGRO Position: Q2 2026 in Review

Dorato Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 978 shares worth $75.4K. The position accounts for 0.05% of the portfolio, ranked #153.

Dorato Capital Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Dorato Capital Management held 978 shares of iShares Core Dividend Growth ETF worth $75.4K as of Q2 2026.
  • Dorato Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.05% of Dorato Capital Management's portfolio in Q2 2026, its #153 holding.
  • Dorato Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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