LC
DGRO icon

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

Lincoln 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 		$593K Sell
7,819
-149
-2% -$11K 0.11% 83
2026
Q1 		$559K Sell
7,968
-1,372
-15% -$98.4K 0.11% 89
2025
Q4 		$648K Buy
9,340
+1
+0% +$69 0.12% 83
2025
Q3 		$640K Sell
9,339
-553
-6% -$36.5K 0.12% 83
2025
Q2 		$633K Buy
9,892
+154
+2% +$9.39K 0.12% 84
2025
Q1 		$569K Sell
9,738
-282
-3% -$17.7K 0.12% 79
2024
Q4 		$615K Buy
10,020
+168
+2% +$10.6K 0.13% 73
2024
Q3 		$618K Sell
9,852
-2,649
-21% -$160K 0.13% 69
2024
Q2 		$720K Sell
12,501
-350
-3% -$20K 0.16% 64
2024
Q1 		$746K Sell
12,851
-67
-0.5% -$3.72K 0.17% 65
2023
Q4 		$695K Buy
12,918
+2
+0% +$101 0.17% 64
2023
Q3 		$640K Sell
12,916
-1,231
-9% -$63.7K 0.17% 60
2023
Q2 		$729K Buy
14,147
+50
+0.4% +$2.52K 0.19% 59
2023
Q1 		$705K Buy
14,097
+136
+1% +$6.83K 0.19% 63
2022
Q4 		$698K Sell
13,961
-1
-0% -$49 0.2% 62
2022
Q3 		$621K Buy
13,962
+191
+1% +$9.4K 0.19% 64
2022
Q2 		$656K Buy
13,771
+1,627
+13% +$82K 0.18% 65
2022
Q1 		$649K Buy
12,144
+2,190
+22% +$117K 0.15% 68
2021
Q4 		$553K Buy
9,954
+1,157
+13% +$61.7K 0.14% 63
2021
Q3 		$442K Buy
8,797
+1,969
+29% +$102K 0.12% 69
2021
Q2 		$344K Buy
+6,828
New +$343K 0.1% 78

Other funds holding DGRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Lincoln Capital's DGRO Position: Q2 2026 in Review

Lincoln Capital reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q2 2026, selling an estimated $11K and leaving 7,819 shares worth $593K. The position accounts for 0.11% of the portfolio, ranked #83.

Lincoln Capital first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. The position peaked at $746K in Q1 2024. 800 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Lincoln Capital held 7,819 shares of iShares Core Dividend Growth ETF worth $593K as of Q2 2026.
  • Lincoln Capital sold 149 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $11K.
  • iShares Core Dividend Growth ETF made up 0.11% of Lincoln Capital's portfolio in Q2 2026, its #83 holding.
  • Lincoln Capital first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Lincoln Capital's iShares Core Dividend Growth ETF position peaked at $746K in Q1 2024.
  • 800 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.