Atwater Malick’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atwater Malick’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	$20.6M	Buy	272,999 +8,918	+3%	+$696K	4.53%	7
2026 Q2	$20M	Buy	264,081 +13,415	+5%	+$990K	4.36%	8
2026 Q1	$17.6M	Buy	250,666 +30,157	+14%	+$2.16M	4.75%	9
2025 Q4	$15.3M	Buy	220,509 +43,306	+24%	+$2.98M	4.22%	8
2025 Q3	$12.1M	Buy	177,203 +140,599	+384%	+$9.29M	3.5%	10
2025 Q2	$2.34M	Buy	36,604 +12,210	+50%	+$745K	0.74%	29
2025 Q1	$1.51M	Buy	24,394 +5,842	+31%	+$366K	0.51%	33
2024 Q4	$1.14M	Buy	18,552 +1,981	+12%	+$125K	0.38%	37
2024 Q3	$1.04M	Buy	16,571 +1,602	+11%	+$96.6K	0.33%	38
2024 Q2	$862K	Buy	14,969 +4,195	+39%	+$240K	0.3%	40
2024 Q1	$626K	Buy	10,774 +3,064	+40%	+$170K	0.22%	50
2023 Q4	$415K	Buy	7,710 +810	+12%	+$41.1K	0.16%	52
2023 Q3	$342K	Buy	6,900 +100	+1%	+$5.18K	0.15%	53
2023 Q2	$350K	Buy	6,800 +160	+2%	+$8.05K	0.15%	53
2023 Q1	$332K	Buy	6,640 +1,478	+29%	+$74.2K	0.16%	47
2022 Q4	$258K	Buy	+5,162	New	+$253K	0.13%	53

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Atwater Malick's DGRO Position: Q3 2026 in Review

Atwater Malick increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.4% in Q3 2026, buying an estimated $696K and bringing the position to 272,999 shares worth $20.6M. The position accounts for 4.53% of the portfolio, ranked #7.

Atwater Malick first reported a position in DGRO in Q4 2022 and has held it in 16 quarters since. 1,090 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Atwater Malick held 272,999 shares of iShares Core Dividend Growth ETF worth $20.6M as of Q3 2026.
Atwater Malick bought 8,918 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $696K.
iShares Core Dividend Growth ETF made up 4.53% of Atwater Malick's portfolio in Q3 2026, its #7 holding.
Atwater Malick first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 16 quarters since.
1,090 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.