Second Line Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Second Line 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	$248K	Buy	3,360 +191	+6%	+$13.7K	0.05%	152
2025 Q4	$220K	Buy	3,169 +120	+4%	+$8.25K	0.05%	153
2025 Q3	$208K	Buy	+3,049	New	+$202K	0.04%	150
2025 Q2	–	Sell	-3,275	Closed	-$202K	–	153
2025 Q1	$202K	Buy	+3,275	New	+$205K	0.05%	140
2024 Q1	–	Sell	-4,360	Closed	-$235K	–	116
2023 Q4	$235K	Buy	+4,360	New	+$221K	0.09%	91

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 $71.6B AUM 21.08% 1-Year Est. Return

Second Line Capital's DGRO Position: Q1 2026 in Review

Second Line Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 6% in Q1 2026, buying an estimated $13.7K and bringing the position to 3,360 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #152.

Second Line Capital first reported a position in DGRO in Q4 2023 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Second Line Capital held 3,360 shares of iShares Core Dividend Growth ETF worth $248K as of Q1 2026.
Second Line Capital bought 191 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $13.7K.
iShares Core Dividend Growth ETF made up 0.05% of Second Line Capital's portfolio in Q1 2026, its #152 holding.
Second Line Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 5 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.