Private Capital's DGRO Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 5,093 shares of iShares Core Dividend Growth ETF (DGRO) worth $353,536, representing 0.03% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Private Capital has maintained this position in DGRO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 784 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's iShares Core Dividend Growth ETF (DGRO) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core Dividend Growth ETF (DGRO) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +223 | Add 4.58% | 5,093 | $69.42 |
| Q3 2025 | +784 | Add 19.19% | 4,870 | $68.08 |
| Q2 2025 | +74 | Add 1.84% | 4,086 | $63.95 |
| Q1 2025 | +4,012 | New Buy | 4,012 | $61.78 |
Private Capital's iShares Core Dividend Growth ETF Investment FAQs
Private Capital first purchased iShares Core Dividend Growth ETF (DGRO) in Q1 2025, acquiring 4,012 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held iShares Core Dividend Growth ETF (DGRO) for 4 quarters since Q1 2025.
Private Capital's largest addition to iShares Core Dividend Growth ETF (DGRO) was in Q1 2025, adding 4,012 shares worth $247,855.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 5,093 shares of iShares Core Dividend Growth ETF (DGRO), valued at approximately $353,536.
As of the Q4 2025 filing, iShares Core Dividend Growth ETF (DGRO) represents approximately 0.03% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in iShares Core Dividend Growth ETF (DGRO) was 5,093 shares, as reported at the end of Q4 2025.