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

Kathmere 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	$579K	Buy	7,637 +30	+0.4%	+$2.21K	0.03%	365
2026 Q1	$534K	Buy	7,607 +31	+0.4%	+$2.22K	0.03%	344
2025 Q4	$526K	Sell	7,576 -157	-2%	-$10.8K	0.04%	306
2025 Q3	$526K	Sell	7,733 -890	-10%	-$58.8K	0.04%	287
2025 Q2	$551K	Buy	+8,623	New	+$526K	0.04%	260

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

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

Kathmere Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.39% in Q2 2026, buying an estimated $2.21K and bringing the position to 7,637 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #365.

Kathmere Capital Management 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.

Kathmere Capital Management held 7,637 shares of iShares Core Dividend Growth ETF worth $579K as of Q2 2026.
Kathmere Capital Management bought 30 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.21K.
iShares Core Dividend Growth ETF made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #365 holding.
Kathmere Capital Management 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 Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.