4J Wealth Management
DGRO icon

4J Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

4J Wealth 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
Q3 		$4.05M Buy
53,706
+4,276
+9% +$334K 1.87% 13
2026
Q2 		$3.75M Buy
49,430
+12,870
+35% +$949K 1.84% 13
2026
Q1 		$2.57M Sell
36,560
-163
-0.4% -$11.7K 1.46% 16
2025
Q4 		$2.55M Sell
36,723
-789
-2% -$54.3K 1.46% 15
2025
Q3 		$2.55M Sell
37,512
-1,266
-3% -$83.7K 1.5% 16
2025
Q2 		$2.48M Sell
38,778
-573
-1% -$34.9K 1.67% 16
2025
Q1 		$2.43M Sell
39,351
-131,609
-77% -$8.25M 1.92% 12
2024
Q4 		$10.5M Buy
170,960
+11,695
+7% +$738K 8.49% 2
2024
Q3 		$10M Buy
159,265
+579
+0.4% +$34.9K 7.73% 2
2024
Q2 		$9.14M Sell
158,686
-46,661
-23% -$2.67M 7.56% 2
2024
Q1 		$11.9M Buy
205,347
+770
+0.4% +$42.7K 10.29% 2
2023
Q4 		$11M Buy
204,577
+2,810
+1% +$142K 10.06% 2
2023
Q3 		$10M Buy
201,767
+30,578
+18% +$1.58M 9.95% 1
2023
Q2 		$8.82M Buy
171,189
+5,034
+3% +$253K 8.56% 1
2023
Q1 		$8.31M Buy
166,155
+160,913
+3,070% +$8.08M 8.92% 1
2022
Q4 		$262K Buy
+5,242
New +$257K 0.3% 63

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

4J Wealth Management's DGRO Position: Q3 2026 in Review

4J Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.7% in Q3 2026, buying an estimated $334K and bringing the position to 53,706 shares worth $4.05M. The position accounts for 1.87% of the portfolio, ranked #13.

4J Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q1 2024. 866 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • 4J Wealth Management held 53,706 shares of iShares Core Dividend Growth ETF worth $4.05M as of Q3 2026.
  • 4J Wealth Management bought 4,276 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $334K.
  • iShares Core Dividend Growth ETF made up 1.87% of 4J Wealth Management's portfolio in Q3 2026, its #13 holding.
  • 4J Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 4J Wealth Management's iShares Core Dividend Growth ETF position peaked at $11.9M in Q1 2024.
  • 866 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.