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

Prosperity Capital 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	$4.86M	Buy	64,106 +10,300	+19%	+$760K	0.24%	74
2026 Q1	$3.78M	Buy	53,806 +1,722	+3%	+$123K	0.22%	82
2025 Q4	$3.62M	Buy	52,084 +8,895	+21%	+$612K	0.22%	84
2025 Q3	$2.94M	Buy	43,189 +5,255	+14%	+$347K	0.17%	97
2025 Q2	$2.43M	Buy	37,934 +1,532	+4%	+$93.4K	0.16%	113
2025 Q1	$2.24M	Buy	36,402 +4,930	+16%	+$309K	0.18%	94
2024 Q4	$1.93M	Sell	31,472 -831	-3%	-$52.4K	0.16%	103
2024 Q3	$2.03M	Sell	32,303 -10	-0%	-$603	0.17%	99
2024 Q2	$1.86M	Buy	32,313 +1,861	+6%	+$106K	0.21%	79
2024 Q1	$1.77M	Sell	30,452 -30,712	-50%	-$1.71M	0.21%	85
2023 Q4	$3.29M	Sell	61,164 -8,477	-12%	-$430K	0.36%	46
2023 Q3	$3.45M	Sell	69,641 -5,316	-7%	-$275K	0.46%	35
2023 Q2	$3.86M	Sell	74,957 -3,778	-5%	-$190K	0.54%	29
2023 Q1	$3.94M	Buy	+78,735	New	+$3.95M	0.61%	30

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

Prosperity Capital Advisors's DGRO Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, buying an estimated $760K and bringing the position to 64,106 shares worth $4.86M. The position accounts for 0.24% of the portfolio, ranked #74.

Prosperity Capital Advisors first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Prosperity Capital Advisors held 64,106 shares of iShares Core Dividend Growth ETF worth $4.86M as of Q2 2026.
Prosperity Capital Advisors bought 10,300 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $760K.
iShares Core Dividend Growth ETF made up 0.24% of Prosperity Capital Advisors's portfolio in Q2 2026, its #74 holding.
Prosperity Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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