Accel Wealth Management
DGRO icon

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

Accel 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 		$22M Buy
292,343
+33,355
+13% +$2.6M 4.75% 1
2026
Q2 		$19.6M Buy
258,988
+15,988
+7% +$1.18M 4.42% 1
2026
Q1 		$17.1M Buy
243,000
+12,875
+6% +$923K 4.45% 1
2025
Q4 		$16M Buy
230,125
+7,305
+3% +$502K 4.37% 1
2025
Q3 		$15.2M Buy
222,820
+6,827
+3% +$451K 4.41% 1
2025
Q2 		$13.8M Buy
215,993
+2,422
+1% +$148K 4.61% 1
2025
Q1 		$13.2M Buy
213,571
+51,538
+32% +$3.23M 4.77% 1
2024
Q4 		$9.9M Buy
162,033
+3,916
+2% +$247K 3.77% 2
2024
Q3 		$9.9M Buy
158,117
+1,104
+0.7% +$66.6K 3.69% 2
2024
Q2 		$9.05M Sell
157,013
-454
-0.3% -$25.9K 3.62% 2
2024
Q1 		$9.14M Buy
157,467
+1,409
+0.9% +$78.2K 3.88% 2
2023
Q4 		$8.4M Sell
156,058
-776
-0.5% -$39.3K 4.22% 2
2023
Q3 		$7.77M Buy
156,834
+1,126
+0.7% +$58.3K 4.33% 2
2023
Q2 		$8.02M Buy
155,708
+597
+0.4% +$30K 4.42% 2
2023
Q1 		$7.75M Buy
155,111
+103
+0.1% +$5.17K 3.17% 2
2022
Q4 		$7.75M Sell
155,008
-5,070
-3% -$249K 3.71% 2
2022
Q3 		$7.5M Buy
160,078
+3,384
+2% +$167K 4% 1
2022
Q2 		$7.56M Sell
156,694
-1,867
-1% -$94.1K 4.34% 1
2022
Q1 		$8.48M Buy
158,561
+8,435
+6% +$450K 4.38% 1
2021
Q4 		$8.34M Buy
150,126
+38,453
+34% +$2.05M 4.09% 1
2021
Q3 		$5.61M Buy
111,673
+8,920
+9% +$462K 3.62% 1
2021
Q2 		$5.18M Buy
102,753
+26,611
+35% +$1.34M 3.43% 1
2021
Q1 		$3.68M Buy
76,142
+26,403
+53% +$1.22M 2.98% 2
2020
Q4 		$2.23M Buy
+49,739
New +$2.11M 2.08% 6

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

Accel Wealth Management's DGRO Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q3 2026, buying an estimated $2.6M and bringing the position to 292,343 shares worth $22M. The position accounts for 4.75% of the portfolio, ranked #1.

Accel Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 24 quarters since. 861 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Accel Wealth Management held 292,343 shares of iShares Core Dividend Growth ETF worth $22M as of Q3 2026.
  • Accel Wealth Management bought 33,355 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.6M.
  • iShares Core Dividend Growth ETF made up 4.75% of Accel Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Accel Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.