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

Wedmont Private 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 		$2.76M Sell
35,791
-1,448
-4% -$107K 0.08% 139
2026
Q1 		$2.68M Buy
37,239
+155
+0.4% +$11.1K 0.09% 134
2025
Q4 		$2.6M Buy
37,084
+7,739
+26% +$532K 0.09% 134
2025
Q3 		$2.01M Buy
29,345
+4,552
+18% +$301K 0.07% 164
2025
Q2 		$1.61M Buy
24,793
+12,305
+99% +$750K 0.07% 185
2025
Q1 		$729K Buy
12,488
+196
+2% +$12.3K 0.04% 284
2024
Q4 		$743K Buy
12,292
+1,526
+14% +$96.3K 0.04% 283
2024
Q3 		$670K Sell
10,766
-15
-0.1% -$904 0.04% 294
2024
Q2 		$636K Buy
10,781
+2,809
+35% +$160K 0.04% 287
2024
Q1 		$457K Hold
7,972
– – 0.03% 341
2023
Q4 		$431K Buy
7,972
+155
+2% +$7.86K 0.04% 342
2023
Q3 		$386K Hold
7,817
– – 0.04% 313
2023
Q2 		$404K Sell
7,817
-2,906
-27% -$146K 0.04% 300
2023
Q1 		$539K Buy
10,723
+2,905
+37% +$146K 0.07% 206
2022
Q4 		$398K Buy
7,818
+280
+4% +$13.7K 0.06% 265
2022
Q3 		$335K Buy
7,538
+252
+3% +$12.4K 0.07% 227
2022
Q2 		$347K Hold
7,286
– – 0.07% 205
2022
Q1 		$390K Hold
7,286
– – 0.09% 178
2021
Q4 		$405K Buy
+7,286
New +$389K 0.12% 132

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Wedmont Private Capital's DGRO Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q2 2026, selling an estimated $107K and leaving 35,791 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #139.

Wedmont Private Capital first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 213 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Wedmont Private Capital held 35,791 shares of iShares Core Dividend Growth ETF worth $2.76M as of Q2 2026.
  • Wedmont Private Capital sold 1,448 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $107K.
  • iShares Core Dividend Growth ETF made up 0.08% of Wedmont Private Capital's portfolio in Q2 2026, its #139 holding.
  • Wedmont Private Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.