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

Evergreen 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	$2.1M	Buy	27,672 +305	+1%	+$22.5K	0.04%	333
2026 Q1	$1.92M	Buy	27,367 +2,713	+11%	+$195K	0.04%	325
2025 Q4	$1.71M	Sell	24,654 -1,021	-4%	-$70.2K	0.04%	347
2025 Q3	$1.75M	Hold	25,675	–	–	0.04%	307
2025 Q2	$1.64M	Buy	25,675 +4,325	+20%	+$264K	0.05%	288
2025 Q1	$1.32M	Buy	21,350 +2,841	+15%	+$178K	0.04%	298
2024 Q4	$1.14M	Buy	18,509 +5,350	+41%	+$338K	0.04%	318
2024 Q3	$825K	Buy	13,159 +6,300	+92%	+$380K	0.03%	362
2024 Q2	$395K	Hold	6,859	–	–	0.01%	545
2024 Q1	$398K	Buy	6,859 +2,000	+41%	+$111K	0.02%	517
2023 Q4	$262K	Hold	4,859	–	–	0.01%	654
2023 Q3	$243K	Hold	4,859	–	–	0.01%	637
2023 Q2	$250K	Buy	+4,859	New	+$244K	0.01%	630
2022 Q2	–	Sell	-10,382	Closed	-$555K	–	599
2022 Q1	$555K	Buy	10,382 +2,443	+31%	+$130K	0.02%	354
2021 Q4	$441K	Hold	7,939	–	–	0.02%	392
2021 Q3	$399K	Buy	+7,939	New	+$411K	0.02%	388

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

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

Evergreen Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, buying an estimated $22.5K and bringing the position to 27,672 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #333.

Evergreen Capital Management first reported a position in DGRO in Q3 2021 and has held it in 16 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Evergreen Capital Management held 27,672 shares of iShares Core Dividend Growth ETF worth $2.1M as of Q2 2026.
Evergreen Capital Management bought 305 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $22.5K.
iShares Core Dividend Growth ETF made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #333 holding.
Evergreen Capital Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 16 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.