Private Capital Management (Florida)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Private Capital Management (Florida)’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	$569K	Buy	7,510 +1,490	+25%	+$110K	0.05%	137
2026 Q1	$422K	Buy	6,020 +927	+18%	+$66.5K	0.04%	146
2025 Q4	$354K	Buy	5,093 +223	+5%	+$15.3K	0.03%	147
2025 Q3	$332K	Buy	4,870 +784	+19%	+$51.8K	0.03%	133
2025 Q2	$261K	Buy	4,086 +74	+2%	+$4.51K	0.03%	143
2025 Q1	$248K	Buy	+4,012	New	+$251K	0.03%	133

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

Private Capital Management (Florida)'s DGRO Position: Q2 2026 in Review

Private Capital Management (Florida) increased its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q2 2026, buying an estimated $110K and bringing the position to 7,510 shares worth $569K. The position accounts for 0.05% of the portfolio, ranked #137.

Private Capital Management (Florida) first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Private Capital Management (Florida) held 7,510 shares of iShares Core Dividend Growth ETF worth $569K as of Q2 2026.
Private Capital Management (Florida) bought 1,490 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $110K.
iShares Core Dividend Growth ETF made up 0.05% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #137 holding.
Private Capital Management (Florida) first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.