Number of Shares
7.96 Mil
Current Holdings Value*
$509.04 Mil
% of Portfolio
8.98%
Total Estimate Gain
$164.00 Mil
% of Total Estimate Gain
45.44%

Capital Investment Advisors, LLC's iShares Core Dividend Growth ETF Holding Summary

As of 2025-06-30, Capital Investment Advisors, LLC held 7.96 Mil shares of iShares Core Dividend Growth ETF(DGRO), totaling $509.04 Mil. This investment constitutes 8.98% of their stock portfolio, and Capital Investment Advisors, LLC now holds 1.59% of the outstanding iShares Core Dividend Growth ETF(DGRO) stock.

The initial trade took place in 2018Q2. And since then Capital Investment Advisors, LLC has made 27 purchases of DGRO, at an average price of $45.04, for a total of 8.01 Mil shares. In addition, there have been 1 sales at an average price of $42.35 for 52,046.00 shares. Based on historical transaction data and DGRO's current price of $65.66, Capital Investment Advisors, LLC's estimated gain on his DGRO holdings is $164.00 Mil, reflecting a 45.44% gain to date.

Capital Investment Advisors, LLC DGRO ($65.66) Holding Chart

Capital Investment Advisors, LLC DGRO ($65.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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