U.S. Capital Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

U.S. Capital Wealth 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 Q1	$651K	Buy	9,274 +589	+7%	+$42.2K	0.02%	618
2025 Q4	$603K	Sell	8,685 -4,076	-32%	-$280K	0.02%	614
2025 Q3	$869K	Buy	12,761 +52	+0.4%	+$3.44K	0.02%	504
2025 Q2	$813K	Buy	12,709 +3,547	+39%	+$216K	0.02%	478
2025 Q1	$566K	Sell	9,162 -44,790	-83%	-$2.81M	0.02%	561
2024 Q4	$3.31M	Buy	53,952 +17,500	+48%	+$1.1M	0.1%	203
2024 Q3	$2.29M	Buy	+36,452	New	+$2.2M	0.08%	230
2023 Q4	–	Sell	-5,269	Closed	-$261K	–	672
2023 Q3	$261K	Sell	5,269 -350	-6%	-$18.1K	0.01%	548
2023 Q2	$290K	Buy	+5,619	New	+$283K	0.01%	541

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 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 $52B AUM 24.53% 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 $424B AUM 22.96% 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 $570B AUM 27.57% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's DGRO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.8% in Q1 2026, buying an estimated $42.2K and bringing the position to 9,274 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #618.

U.S. Capital Wealth Advisors first reported a position in DGRO in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.31M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

U.S. Capital Wealth Advisors held 9,274 shares of iShares Core Dividend Growth ETF worth $651K as of Q1 2026.
U.S. Capital Wealth Advisors bought 589 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $42.2K.
iShares Core Dividend Growth ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #618 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3.31M in Q4 2024.
1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.