RCA
DGRO icon

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

Ranch 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 		$1.79M Buy
23,555
+1,281
+6% +$94.5K 0.57% 59
2026
Q1 		$1.56M Buy
22,274
+725
+3% +$52K 0.57% 57
2025
Q4 		$1.5M Buy
21,549
+1,195
+6% +$82.2K 0.55% 57
2025
Q3 		$1.39M Buy
20,354
+159
+0.8% +$10.5K 0.54% 52
2025
Q2 		$1.29M Buy
20,195
+1,037
+5% +$63.2K 0.56% 53
2025
Q1 		$1.18M Buy
19,158
+526
+3% +$33K 0.56% 54
2024
Q4 		$1.14M Buy
18,632
+317
+2% +$20K 0.54% 55
2024
Q3 		$1.15M Buy
18,315
+1,093
+6% +$65.9K 0.54% 61
2024
Q2 		$992K Sell
17,222
-122
-0.7% -$6.97K 0.52% 59
2024
Q1 		$1.01M Buy
17,344
+459
+3% +$25.5K 0.54% 58
2023
Q4 		$909K Buy
16,885
+922
+6% +$46.8K 0.57% 58
2023
Q3 		$792K Buy
15,963
+1,314
+9% +$68K 0.55% 58
2023
Q2 		$755K Buy
14,649
+1,698
+13% +$85.4K 0.53% 62
2023
Q1 		$647K Buy
12,951
+2,351
+22% +$118K 0.47% 67
2022
Q4 		$530K Sell
10,600
-218
-2% -$10.7K 0.41% 78
2022
Q3 		$481K Buy
10,818
+1,420
+15% +$69.9K 0.39% 83
2022
Q2 		$448K Buy
9,398
+5,250
+127% +$265K 0.34% 91
2022
Q1 		$222K Buy
+4,148
New +$221K 0.15% 144
2021
Q4 		– Sell
-2,010
Closed -$101K – 254
2021
Q3 		$101K Buy
2,010
+445
+28% +$23.1K 0.06% 205
2021
Q2 		$78K Buy
1,565
+681
+77% +$34.2K 0.05% 246
2021
Q1 		$42K Buy
884
+611
+224% +$28.2K 0.03% 325
2020
Q4 		$12K Buy
273
+2
+0.7% +$85 0.01% 589
2020
Q3 		$10K Buy
271
+2
+0.7% +$79 0.01% 603
2020
Q2 		$10K Buy
269
+1
+0.4% +$36 0.01% 625
2020
Q1 		$8K Hold
268
– – 0.01% 632
2019
Q4 		$11K Buy
+268
New +$10.8K 0.01% 639

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ranch Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.8% in Q2 2026, buying an estimated $94.5K and bringing the position to 23,555 shares worth $1.79M. The position accounts for 0.57% of the portfolio, ranked #59.

Ranch Capital Advisors first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Ranch Capital Advisors held 23,555 shares of iShares Core Dividend Growth ETF worth $1.79M as of Q2 2026.
  • Ranch Capital Advisors bought 1,281 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $94.5K.
  • iShares Core Dividend Growth ETF made up 0.57% of Ranch Capital Advisors's portfolio in Q2 2026, its #59 holding.
  • Ranch Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.