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 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 $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

Evergreen Capital Management's DGRO Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q1 2026, buying an estimated $195K and bringing the position to 27,367 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #325.

Evergreen Capital Management first reported a position in DGRO in Q3 2021 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Evergreen Capital Management held 27,367 shares of iShares Core Dividend Growth ETF worth $1.92M as of Q1 2026.
Evergreen Capital Management bought 2,713 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $195K.
iShares Core Dividend Growth ETF made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #325 holding.
Evergreen Capital Management first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 15 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.