AP
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Atwood & Palmer’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atwood & Palmer’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 		$271K Hold
3,598
– – 0.01% 155
2026
Q2 		$273K Hold
3,598
– – 0.01% 152
2026
Q1 		$252K Buy
+3,598
New +$258K 0.01% 151

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Atwood & Palmer's DGRO Position: Q3 2026 in Review

Atwood & Palmer held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 3,598 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #155.

Atwood & Palmer first reported a position in DGRO in Q1 2026 and has held it in 3 quarters since. The position peaked at $273K in Q2 2026. 63 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Atwood & Palmer held 3,598 shares of iShares Core Dividend Growth ETF worth $271K as of Q3 2026.
  • Atwood & Palmer left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #155 holding.
  • Atwood & Palmer first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Atwood & Palmer's iShares Core Dividend Growth ETF position peaked at $273K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.