Kapstone Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Kapstone Financial Advisors’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	$1.65M	Sell	23,508 -104	-0.4%	-$7.46K	0.81%	27
2025 Q4	$1.64M	Hold	23,612	–	–	0.81%	24
2025 Q3	$1.61M	Sell	23,612 -20	-0.1%	-$1.32K	0.76%	23
2025 Q2	$1.51M	Sell	23,632 -1,622	-6%	-$98.9K	0.75%	23
2025 Q1	$1.56M	Hold	25,254	–	–	0.88%	21
2024 Q4	$1.59M	Hold	25,254	–	–	0.85%	22
2024 Q3	$1.58M	Sell	25,254 -108	-0.4%	-$6.51K	0.96%	21
2024 Q2	$1.46M	Sell	25,362 -130	-0.5%	-$7.43K	0.96%	21
2024 Q1	$1.48M	Hold	25,492	–	–	1.01%	19
2023 Q4	$1.39M	Sell	25,492 -1,558	-6%	-$79K	1.09%	18
2023 Q3	$1.34M	Hold	27,050	–	–	1.21%	17
2023 Q2	$1.44M	Hold	27,050	–	–	1.19%	17
2023 Q1	$1.37M	Hold	27,050	–	–	1.24%	18
2022 Q4	$1.4M	Buy	+27,050	New	+$1.33M	1.28%	16

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

Kapstone Financial Advisors's DGRO Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.44% in Q1 2026, selling an estimated $7.46K and leaving 23,508 shares worth $1.65M. The position accounts for 0.81% of the portfolio, ranked #27.

Kapstone Financial Advisors first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Kapstone Financial Advisors held 23,508 shares of iShares Core Dividend Growth ETF worth $1.65M as of Q1 2026.
Kapstone Financial Advisors sold 104 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.46K.
iShares Core Dividend Growth ETF made up 0.81% of Kapstone Financial Advisors's portfolio in Q1 2026, its #27 holding.
Kapstone Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.