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

Gilbert Capital 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	$892K	Sell	11,766 -258	-2%	-$19K	0.62%	33
2026 Q1	$844K	Hold	12,024	–	–	0.65%	26
2025 Q4	$835K	Buy	12,024 +731	+6%	+$50.3K	0.63%	32
2025 Q3	$769K	Sell	11,293 -336	-3%	-$22.2K	0.59%	31
2025 Q2	$744K	Buy	+11,629	New	+$709K	0.62%	31

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

Gilbert Capital Group's DGRO Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q2 2026, selling an estimated $19K and leaving 11,766 shares worth $892K. The position accounts for 0.62% of the portfolio, ranked #33.

Gilbert Capital Group first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gilbert Capital Group held 11,766 shares of iShares Core Dividend Growth ETF worth $892K as of Q2 2026.
Gilbert Capital Group sold 258 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $19K.
iShares Core Dividend Growth ETF made up 0.62% of Gilbert Capital Group's portfolio in Q2 2026, its #33 holding.
Gilbert Capital Group first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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