Altus Wealth Management
DGRO icon

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

Altus 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 		$34.3M Buy
455,467
+10,643
+2% +$831K 13.03% 5
2026
Q2 		$33.7M Buy
444,824
+3,185
+0.7% +$235K 12.98% 5
2026
Q1 		$31M Buy
441,639
+1,697
+0.4% +$122K 13.78% 4
2025
Q4 		$30.5M Buy
439,942
+5,091
+1% +$350K 13.17% 4
2025
Q3 		$29.6M Buy
434,851
+6,997
+2% +$462K 13.11% 4
2025
Q2 		$27.4M Buy
427,854
+3,599
+0.8% +$219K 13.09% 4
2025
Q1 		$26.2M Buy
424,255
+1,326
+0.3% +$83.1K 12.27% 4
2024
Q4 		$25.9M Buy
422,929
+10,193
+2% +$643K 11.6% 4
2024
Q3 		$25.9M Sell
412,736
-2,598
-0.6% -$157K 12.14% 4
2024
Q2 		$23.9M Buy
415,334
+4,476
+1% +$256K 11.5% 4
2024
Q1 		$23.9M Buy
410,858
+5,196
+1% +$288K 12.55% 4
2023
Q4 		$21.8M Buy
405,662
+226,744
+127% +$11.5M 13.06% 3
2023
Q3 		$8.86M Buy
+178,918
New +$9.26M 6.16% 6

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Altus Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.4% in Q3 2026, buying an estimated $831K and bringing the position to 455,467 shares worth $34.3M. The position accounts for 13.03% of the portfolio, ranked #5.

Altus Wealth Management first reported a position in DGRO in Q3 2023 and has held it in 13 quarters since. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Altus Wealth Management held 455,467 shares of iShares Core Dividend Growth ETF worth $34.3M as of Q3 2026.
  • Altus Wealth Management bought 10,643 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $831K.
  • iShares Core Dividend Growth ETF made up 13.03% of Altus Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Altus Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • 976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

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