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

Truvestments 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 Q2	$10.8K	Hold	143	–	–	﹤0.01%	783
2026 Q1	$10K	Sell	143 -2	-1%	-$143	﹤0.01%	760
2025 Q4	$10.1K	Sell	145 -400	-73%	-$27.5K	﹤0.01%	700
2025 Q3	$37.1K	Hold	545	–	–	0.01%	484
2025 Q2	$34.8K	Hold	545	–	–	0.01%	459
2025 Q1	$33.7K	Buy	545 +105	+24%	+$6.58K	0.01%	464
2024 Q4	$27K	Hold	440	–	–	0.01%	461
2024 Q3	$27.6K	Buy	+440	New	+$26.5K	0.01%	452
2024 Q2	–	Sell	-65	Closed	-$3.77K	–	347
2024 Q1	$3.77K	Hold	65	–	–	﹤0.01%	571
2023 Q4	$3.5K	Sell	65 -10	-13%	-$507	﹤0.01%	635
2023 Q3	$3.72K	Hold	75	–	–	﹤0.01%	542
2023 Q2	$3.87K	Buy	75 +10	+15%	+$503	﹤0.01%	551
2023 Q1	$3.25K	Hold	65	–	–	﹤0.01%	545
2022 Q4	$3.25K	Hold	65	–	–	﹤0.01%	631
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	508
2022 Q2	$3K	Buy	+65	New	+$3.28K	﹤0.01%	526

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Truvestments Capital's DGRO Position: Q2 2026 in Review

Truvestments Capital held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 143 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Truvestments Capital first reported a position in DGRO in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.1K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Truvestments Capital held 143 shares of iShares Core Dividend Growth ETF worth $10.8K as of Q2 2026.
Truvestments Capital left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #783 holding.
Truvestments Capital first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 16 quarters since.
Truvestments Capital's iShares Core Dividend Growth ETF position peaked at $37.1K in Q3 2025.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.