Texas Capital Bank Wealth Management Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Texas Capital Bank Wealth Management Services’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	$3.51M	Sell	50,063 -535	-1%	-$38.4K	0.21%	65
2025 Q4	$3.51M	Buy	50,598 +44,727	+762%	+$3.08M	0.2%	61
2025 Q3	$400K	Sell	5,871 -449	-7%	-$29.7K	0.03%	163
2025 Q2	$404K	Buy	6,320 +436	+7%	+$26.6K	0.04%	150
2025 Q1	$364K	Hold	5,884	–	–	0.04%	147
2024 Q4	$361K	Buy	5,884 +13	+0.2%	+$820	0.04%	125
2024 Q3	$368K	Hold	5,871	–	–	0.04%	138
2024 Q2	$338K	Hold	5,871	–	–	0.04%	146
2024 Q1	$341K	Sell	5,871 -73	-1%	-$4.05K	0.04%	144
2023 Q4	$320K	Sell	5,944 -1,250	-17%	-$63.4K	0.04%	143
2023 Q3	$356K	Buy	7,194 +73	+1%	+$3.78K	0.05%	141
2023 Q2	$367K	Sell	7,121 -1,794	-20%	-$90.2K	0.04%	138
2023 Q1	$446K	Buy	8,915 +1,794	+25%	+$90.1K	0.05%	121
2022 Q4	$356K	Hold	7,121	–	–	0.04%	123
2022 Q3	$317K	Hold	7,121	–	–	0.04%	114
2022 Q2	$339K	Hold	7,121	–	–	0.04%	107
2022 Q1	$380K	Hold	7,121	–	–	0.03%	117
2021 Q4	$396K	Hold	7,121	–	–	0.03%	122
2021 Q3	$358K	Sell	7,121 -3,887	-35%	-$201K	0.04%	115
2021 Q2	$554K	Buy	11,008 +2,525	+30%	+$127K	0.07%	94
2021 Q1	$409K	Hold	8,483	–	–	0.06%	102
2020 Q4	$380K	Hold	8,483	–	–	0.06%	102
2020 Q3	$338K	Hold	8,483	–	–	0.06%	124
2020 Q2	$319K	Hold	8,483	–	–	0.07%	89
2020 Q1	$276K	Sell	8,483 -15,471	-65%	-$605K	0.08%	88
2019 Q4	$1.01M	Buy	+23,954	New	+$969K	0.22%	70

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

Texas Capital Bank Wealth Management Services's DGRO Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q1 2026, selling an estimated $38.4K and leaving 50,063 shares worth $3.51M. The position accounts for 0.21% of the portfolio, ranked #65.

Texas Capital Bank Wealth Management Services first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Texas Capital Bank Wealth Management Services held 50,063 shares of iShares Core Dividend Growth ETF worth $3.51M as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 535 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $38.4K.
iShares Core Dividend Growth ETF made up 0.21% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #65 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.