JC
DGRO icon

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

JB Capital’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 		$5.21M Buy
68,743
+12,482
+22% +$921K 0.18% 66
2026
Q1 		$3.95M Buy
56,261
+6,217
+12% +$446K 0.16% 78
2025
Q4 		$3.47M Buy
50,044
+4,015
+9% +$276K 0.14% 75
2025
Q3 		$3.13M Buy
46,029
+7,825
+20% +$517K 0.14% 82
2025
Q2 		$2.44M Sell
38,204
-2,713
-7% -$165K 0.12% 92
2025
Q1 		$2.53M Buy
40,917
+11,624
+40% +$728K 0.14% 86
2024
Q4 		$1.8M Buy
29,293
+5,777
+25% +$364K 0.1% 93
2024
Q3 		$1.47M Sell
23,516
-10,262
-30% -$619K 0.08% 102
2024
Q2 		$1.95M Buy
33,778
+3,013
+10% +$172K 0.12% 90
2024
Q1 		$1.79M Buy
30,765
+880
+3% +$48.9K 0.12% 89
2023
Q4 		$1.61M Buy
29,885
+2,615
+10% +$133K 0.12% 88
2023
Q3 		$1.35M Buy
27,270
+2,789
+11% +$144K 0.11% 85
2023
Q2 		$1.26M Sell
24,481
-5,389
-18% -$271K 0.11% 80
2023
Q1 		$1.49M Buy
29,870
+6,446
+28% +$324K 0.14% 75
2022
Q4 		$1.17M Buy
23,424
+1,618
+7% +$79.4K 0.11% 77
2022
Q3 		$970K Sell
21,806
-2,299
-10% -$113K 0.11% 81
2022
Q2 		$1.15M Buy
24,105
+7,704
+47% +$388K 0.12% 83
2022
Q1 		$876K Sell
16,401
-1,068
-6% -$57K 0.09% 117
2021
Q4 		$971K Buy
17,469
+1,784
+11% +$95.2K 0.1% 108
2021
Q3 		$788K Buy
+15,685
New +$812K 0.1% 121

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital's DGRO Position: Q2 2026 in Review

JB Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 22% in Q2 2026, buying an estimated $921K and bringing the position to 68,743 shares worth $5.21M. The position accounts for 0.18% of the portfolio, ranked #66.

JB Capital first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • JB Capital held 68,743 shares of iShares Core Dividend Growth ETF worth $5.21M as of Q2 2026.
  • JB Capital bought 12,482 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $921K.
  • iShares Core Dividend Growth ETF made up 0.18% of JB Capital's portfolio in Q2 2026, its #66 holding.
  • JB Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.