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

Two West 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	$437K	Buy	5,694 +1,661	+41%	+$123K	0.22%	63
2026 Q1	$293K	Buy	4,033 +216	+6%	+$15.5K	0.16%	85
2025 Q4	$265K	Sell	3,817 -3,602	-49%	-$248K	0.15%	86
2025 Q3	$510K	Sell	7,419 -2,151	-22%	-$142K	0.31%	57
2025 Q2	$630K	Buy	9,570 +5,695	+147%	+$347K	0.41%	40
2025 Q1	$226K	Sell	3,875 -2,318	-37%	-$145K	0.19%	66
2024 Q4	$380K	Buy	6,193 +2,772	+81%	+$175K	0.33%	48
2024 Q3	$214K	Buy	+3,421	New	+$206K	0.17%	64

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

Two West Capital Advisors's DGRO Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 41% in Q2 2026, buying an estimated $123K and bringing the position to 5,694 shares worth $437K. The position accounts for 0.22% of the portfolio, ranked #63.

Two West Capital Advisors first reported a position in DGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $630K in Q2 2025. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Two West Capital Advisors held 5,694 shares of iShares Core Dividend Growth ETF worth $437K as of Q2 2026.
Two West Capital Advisors bought 1,661 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $123K.
iShares Core Dividend Growth ETF made up 0.22% of Two West Capital Advisors's portfolio in Q2 2026, its #63 holding.
Two West Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 8 quarters since.
Two West Capital Advisors's iShares Core Dividend Growth ETF position peaked at $630K in Q2 2025.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.