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

Whitener Capital Management’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	$556K	Sell	7,332 -580	-7%	-$42.8K	0.12%	122
2026 Q1	$555K	Hold	7,912	–	–	0.13%	112
2025 Q4	$549K	Buy	7,912 +76	+1%	+$5.23K	0.13%	109
2025 Q3	$533K	Buy	7,836 +586	+8%	+$38.7K	0.13%	106
2025 Q2	$464K	Hold	7,250	–	–	0.12%	113
2025 Q1	$448K	Sell	7,250 -400	-5%	-$25.1K	0.13%	110
2024 Q4	$469K	Hold	7,650	–	–	0.13%	105
2024 Q3	$480K	Hold	7,650	–	–	0.14%	105
2024 Q2	$441K	Buy	7,650 +100	+1%	+$5.71K	0.13%	103
2024 Q1	$438K	Buy	7,550 +50	+0.7%	+$2.78K	0.14%	105
2023 Q4	$404K	Buy	7,500 +100	+1%	+$5.07K	0.15%	103
2023 Q3	$367K	Hold	7,400	–	–	0.15%	99
2023 Q2	$381K	Hold	7,400	–	–	0.15%	101
2023 Q1	$370K	Buy	7,400 +1,100	+17%	+$55.2K	0.15%	100
2022 Q4	$315K	Hold	6,300	–	–	0.14%	104
2022 Q3	$280K	Hold	6,300	–	–	0.13%	107
2022 Q2	$300K	Hold	6,300	–	–	0.14%	106
2022 Q1	$336K	Sell	6,300 -1,000	-14%	-$53.4K	0.13%	113
2021 Q4	$405K	Buy	+7,300	New	+$390K	0.14%	105
2021 Q3	–	Sell	-7,444	Closed	-$374K	–	129
2021 Q2	$374K	Buy	+7,444	New	+$373K	0.15%	102

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 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

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

Whitener Capital Management's DGRO Position: Q2 2026 in Review

Whitener Capital Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7.3% in Q2 2026, selling an estimated $42.8K and leaving 7,332 shares worth $556K. The position accounts for 0.12% of the portfolio, ranked #122.

Whitener Capital Management first reported a position in DGRO in Q2 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Whitener Capital Management held 7,332 shares of iShares Core Dividend Growth ETF worth $556K as of Q2 2026.
Whitener Capital Management sold 580 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $42.8K.
iShares Core Dividend Growth ETF made up 0.12% of Whitener Capital Management's portfolio in Q2 2026, its #122 holding.
Whitener Capital Management first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 20 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.