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

Scott 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	$40.9M	Sell	539,471 -98	-0%	-$7.23K	6.4%	5
2026 Q1	$38.7M	Buy	539,569 +32,647	+6%	+$2.34M	7.85%	5
2025 Q4	$35.2M	Buy	506,922 +47,934	+10%	+$3.3M	7.8%	5
2025 Q3	$31.4M	Buy	458,988 +155,438	+51%	+$10.3M	7.12%	6
2025 Q2	$19.7M	Buy	303,550 +19,015	+7%	+$1.16M	5.34%	7
2025 Q1	$17.6M	Buy	284,535 +29,731	+12%	+$1.86M	5.24%	7
2024 Q4	$15.5M	Buy	254,804 +12,742	+5%	+$804K	4.46%	8
2024 Q3	$15.2M	Buy	242,062 +8,676	+4%	+$523K	4.3%	8
2024 Q2	$13.5M	Buy	233,386 +8,706	+4%	+$497K	3.98%	8
2024 Q1	$12.9M	Buy	224,680 +19,869	+10%	+$1.1M	3.92%	8
2023 Q4	$11M	Buy	204,811 +15,590	+8%	+$791K	3.7%	8
2023 Q3	$9.44M	Buy	189,221 +26,920	+17%	+$1.39M	3.76%	7
2023 Q2	$8.36M	Buy	162,301 +24,738	+18%	+$1.24M	3.6%	8
2023 Q1	$6.88M	Buy	137,563 +25,011	+22%	+$1.26M	3.31%	8
2022 Q4	$5.63M	Buy	112,552 +23,914	+27%	+$1.17M	3.19%	8
2022 Q3	$3.94M	Buy	88,638 +26,510	+43%	+$1.3M	2.69%	8
2022 Q2	$2.96M	Buy	62,128 +39,140	+170%	+$1.97M	2%	9
2022 Q1	$1.23M	Buy	+22,988	New	+$1.23M	0.72%	16

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Scott Capital Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.02% in Q2 2026, selling an estimated $7.23K and leaving 539,471 shares worth $40.9M. The position accounts for 6.4% of the portfolio, ranked #5.

Scott Capital Advisors first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Scott Capital Advisors held 539,471 shares of iShares Core Dividend Growth ETF worth $40.9M as of Q2 2026.
Scott Capital Advisors sold 98 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.23K.
iShares Core Dividend Growth ETF made up 6.4% of Scott Capital Advisors's portfolio in Q2 2026, its #5 holding.
Scott Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.