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Prime Capital Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Prime Capital Investment Advisors’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 		$1.5M Sell
19,838
-1,245
-6% -$91.8K 0.01% 432
2026
Q1 		$1.48M Sell
21,083
-540
-2% -$38.7K 0.02% 417
2025
Q4 		$1.5M Sell
21,623
-85
-0.4% -$5.84K 0.02% 408
2025
Q3 		$1.48M Buy
21,708
+129
+0.6% +$8.53K 0.02% 397
2025
Q2 		$1.38M Sell
21,579
-14,804
-41% -$903K 0.02% 407
2025
Q1 		$2.25M Buy
36,383
+5,503
+18% +$345K 0.03% 345
2024
Q4 		$1.89M Sell
30,880
-1,665
-5% -$105K 0.03% 313
2024
Q3 		$2.04M Sell
32,545
-3,252
-9% -$196K 0.03% 310
2024
Q2 		$2.06M Sell
35,797
-4,631
-11% -$265K 0.03% 310
2024
Q1 		$2.35M Sell
40,428
-3,521
-8% -$195K 0.03% 317
2023
Q4 		$2.37M Sell
43,949
-61,592
-58% -$3.12M 0.04% 307
2023
Q3 		$5.23M Buy
105,541
+641
+0.6% +$33.2K 0.11% 149
2023
Q2 		$5.41M Buy
+104,900
New +$5.28M 0.11% 152
2023
Q1 		– Sell
-106,860
Closed -$5.34M – 573
2022
Q4 		$5.34M Buy
+106,860
New +$5.25M 0.2% 100

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prime Capital Investment Advisors's DGRO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 5.9% in Q2 2026, selling an estimated $91.8K and leaving 19,838 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #432.

Prime Capital Investment Advisors first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.41M in Q2 2023. 1,170 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Prime Capital Investment Advisors held 19,838 shares of iShares Core Dividend Growth ETF worth $1.5M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,245 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $91.8K.
  • iShares Core Dividend Growth ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #432 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's iShares Core Dividend Growth ETF position peaked at $5.41M in Q2 2023.
  • 1,170 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.