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

Presidio 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 		$29.8M Buy
393,622
+24,234
+7% +$1.79M 7.46% 4
2026
Q1 		$25.9M Buy
369,388
+13,923
+4% +$998K 7.53% 4
2025
Q4 		$24.7M Buy
+355,465
New +$24.4M 7.41% 4

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

Presidio Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.6% in Q2 2026, buying an estimated $1.79M and bringing the position to 393,622 shares worth $29.8M. The position accounts for 7.46% of the portfolio, ranked #4.

Presidio Capital Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Presidio Capital Management held 393,622 shares of iShares Core Dividend Growth ETF worth $29.8M as of Q2 2026.
  • Presidio Capital Management bought 24,234 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.79M.
  • iShares Core Dividend Growth ETF made up 7.46% of Presidio Capital Management's portfolio in Q2 2026, its #4 holding.
  • Presidio Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.