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

Oarsman 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 Q1	–	Sell	-3,477	Closed	-$241K	–	246
2025 Q4	$241K	Sell	3,477 -290	-8%	-$19.9K	0.03%	203
2025 Q3	$256K	Hold	3,767	–	–	0.04%	203
2025 Q2	$241K	Hold	3,767	–	–	0.04%	216
2025 Q1	$233K	Sell	3,767 -465	-11%	-$29.1K	0.04%	204
2024 Q4	$260K	Buy	4,232 +45	+1%	+$2.84K	0.05%	197
2024 Q3	$262K	Buy	+4,187	New	+$252K	0.05%	196

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

Oarsman Capital's DGRO Position: Q1 2026 in Review

Oarsman Capital sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 3,477 shares — an estimated $241K sold.

Oarsman Capital first reported a position in DGRO in Q3 2024 and held it in 6 quarters. The position peaked at $262K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Oarsman Capital reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Oarsman Capital sold 3,477 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $241K.
Oarsman Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and held it in 6 quarters.
Oarsman Capital's iShares Core Dividend Growth ETF position peaked at $262K in Q3 2024.
1,325 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.