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 Q1	$3.65M	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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ring Mountain Capital's DGRO Position: Q1 2026 in Review

Ring Mountain Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.4% in Q1 2026, buying an estimated $51.7K and bringing the position to 51,936 shares worth $3.65M. The position accounts for 1.99% of the portfolio, ranked #13.

Ring Mountain Capital first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Ring Mountain Capital held 51,936 shares of iShares Core Dividend Growth ETF worth $3.65M as of Q1 2026.
Ring Mountain Capital bought 721 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $51.7K.
iShares Core Dividend Growth ETF made up 1.99% of Ring Mountain Capital's portfolio in Q1 2026, its #13 holding.
Ring Mountain Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
Ring Mountain Capital's iShares Core Dividend Growth ETF position peaked at $3.66M in Q4 2025.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.