Ring Mountain Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ring Mountain Capital’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 Q3	$3.94M	Buy	52,292 +92	+0.2%	+$7.18K	1.61%	16
2026 Q2	$3.96M	Buy	52,200 +264	+0.5%	+$19.5K	1.66%	16
2026 Q1	$3.64M	Buy	51,936 +721	+1%	+$51.7K	1.99%	13
2025 Q4	$3.66M	Sell	51,215 -711	-1%	-$48.9K	1.88%	14
2025 Q3	$3.54M	Sell	51,926 -130	-0.2%	-$8.59K	1.96%	13
2025 Q2	$3.37M	Buy	52,056 +592	+1%	+$36.1K	2.05%	13
2025 Q1	$3.18M	Buy	51,464 +713	+1%	+$44.7K	2.39%	11
2024 Q4	$3.11M	Buy	+50,751	New	+$3.2M	2.09%	13

Other funds holding DGRO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Ring Mountain Capital's DGRO Position: Q3 2026 in Review

Ring Mountain Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.18% in Q3 2026, buying an estimated $7.18K and bringing the position to 52,292 shares worth $3.94M. The position accounts for 1.61% of the portfolio, ranked #16.

Ring Mountain Capital first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.96M in Q2 2026. 659 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Ring Mountain Capital held 52,292 shares of iShares Core Dividend Growth ETF worth $3.94M as of Q3 2026.
Ring Mountain Capital bought 92 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $7.18K.
iShares Core Dividend Growth ETF made up 1.61% of Ring Mountain Capital's portfolio in Q3 2026, its #16 holding.
Ring Mountain Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's iShares Core Dividend Growth ETF position peaked at $3.96M in Q2 2026.
659 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.