VERUS CAPITAL PARTNERS, LLC DGRO — ISHARES TRUST CORE DIV GRWTH ETF

Ownership history in VERUS CAPITAL PARTNERS, LLC  ·  17 quarters on record

AI Ownership Summary

VERUS CAPITAL PARTNERS, LLC reported ISHARES TRUST CORE DIV GRWTH ETF (DGRO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.12% in 2024 Q1. The latest visible filing shows DGRO at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VERUS CAPITAL PARTNERS, LLC's position in ISHARES TRUST CORE DIV GRWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DGRO was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRO stock page VERUS CAPITAL PARTNERS, LLC fund profile VERUS CAPITAL PARTNERS, LLC full holdings
How VERUS CAPITAL PARTNERS, LLC held DGRO — position size vs. price
% of Fund (quarterly)    DGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 232,536 +19,935 +9.4% 1.00% $16.1M 2026-02-14 (Est.) $73.28
2025 Q3 ADDED — — — 212,601 +7,892 +3.9% 1.04% $14.5M 2025-11-10 $67.33
2025 Q2 ADDED — — — 204,709 +12,261 +6.4% 1.09% $13.1M 2025-08-07 $63.77
2025 Q1 ADDED — — — 192,448 +6,717 +3.6% 1.11% $11.9M 2025-05-13 $60.49
2024 Q4 ADDED — — — 185,731 +4,188 +2.3% 1.02% $11.4M 2025-02-05 $62.12
2024 Q3 ADDED — — — 181,543 +4,856 +2.7% 1.04% $11.4M 2024-11-04 $59.88
2024 Q2 ADDED — — — 176,687 +2,435 +1.4% 0.99% $10.2M 2024-08-01 $57.54
2024 Q1 ADDED — — — 174,252 +5,137 +3.0% 1.12% $10.1M 2024-05-07 $54.54
2023 Q4 ADDED — — — 169,115 +1,477 +0.9% 1.11% $9.1M 2024-02-09 $52.52
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGRO

As of 2026 Q1 — sorted by position size

Adirondack Capital Advisors, LLC 17.13% Altus Wealth Management, LLC 3Y 13.78% Silver Coast Investments LLC 10.07% KOM Wealth Management Group, LLC 3Y 9.52% Capital Investment Advisors, LLC 3Y 7Y 9.48% Targeted Financial Services LLC 8.93% Provident Wealth Management, LLC 3Y 8.91% Wolff Financial Management LLC 3Y 7Y 8.79% IFS Advisors, LLC 3Y 8.72% Summit Investment Advisory Services, LLC 3Y 8.66%

FAQ About VERUS CAPITAL PARTNERS, LLC and DGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has VERUS CAPITAL PARTNERS, LLC reported owning DGRO?

VERUS CAPITAL PARTNERS, LLC reported DGRO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DGRO position in VERUS CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DGRO was 1.12% in 2024 Q1.

What is the latest reported DGRO position on this page?

The most recent filing on this page is 2025 Q4, when VERUS CAPITAL PARTNERS, LLC reported 232,536 shares, equal to 1.00% of portfolio, with an estimated market value of $16.1M.

What does the chart on this DGRO ownership page compare?

The chart compares VERUS CAPITAL PARTNERS, LLC's quarterly DGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VERUS CAPITAL PARTNERS, LLC time their DGRO position?

Based on 13F filing dates vs. subsequent DGRO price moves, VERUS CAPITAL PARTNERS, LLC correctly timed 12 out of 16 reported position changes (75%). The annualised alpha on DGRO relative to SPY over the holding period was -3.3%.

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