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

Objective 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	$2.38M	Buy	31,447 +853	+3%	+$62.9K	2.12%	11
2026 Q1	$2.15M	Sell	30,594 -3,155	-9%	-$226K	2.17%	10
2025 Q4	$2.34M	Buy	33,749 +168	+0.5%	+$11.6K	2.39%	9
2025 Q3	$2.29M	Buy	33,581 +192	+0.6%	+$12.7K	2.37%	10
2025 Q2	$2.13M	Buy	33,389 +114	+0.3%	+$6.95K	2.4%	9
2025 Q1	$2.06M	Buy	33,275 +116	+0.3%	+$7.27K	2.62%	9
2024 Q4	$2.03M	Buy	33,159 +1,940	+6%	+$122K	1.36%	19
2024 Q3	$1.96M	Buy	+31,219	New	+$1.88M	1.15%	26
2024 Q1	$1.81M	Buy	31,232 +528	+2%	+$29.3K	1.22%	25
2023 Q4	$1.65M	Buy	30,704 +1,876	+7%	+$95.1K	1.26%	22
2023 Q3	$1.43M	Buy	28,828 +5,000	+21%	+$259K	1.27%	23
2023 Q2	$1.23M	Sell	23,828 -2,043	-8%	-$103K	1.07%	26
2023 Q1	$1.29M	Buy	25,871 +3,641	+16%	+$183K	1.18%	26
2022 Q4	$1.11M	Buy	22,230 +2,505	+13%	+$123K	1.1%	26
2022 Q3	$877K	Buy	19,725 +681	+4%	+$33.5K	0.94%	32
2022 Q2	$907K	Buy	19,044 +1,121	+6%	+$56.5K	0.91%	34
2022 Q1	$957K	Buy	17,923 +1,419	+9%	+$75.8K	0.74%	35
2021 Q4	$917K	Buy	+16,504	New	+$881K	0.65%	35

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

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

Objective Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.8% in Q2 2026, buying an estimated $62.9K and bringing the position to 31,447 shares worth $2.38M. The position accounts for 2.12% of the portfolio, ranked #11.

Objective Capital Management first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Objective Capital Management held 31,447 shares of iShares Core Dividend Growth ETF worth $2.38M as of Q2 2026.
Objective Capital Management bought 853 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $62.9K.
iShares Core Dividend Growth ETF made up 2.12% of Objective Capital Management's portfolio in Q2 2026, its #11 holding.
Objective Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.