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

BKM 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	$482K	Buy	6,399 +506	+9%	+$39.5K	0.16%	111
2026 Q2	$447K	Sell	5,893 -656	-10%	-$48.4K	0.16%	108
2026 Q1	$460K	Sell	6,549 -459	-7%	-$32.9K	0.17%	108
2025 Q4	$486K	Buy	7,008 +10	+0.1%	+$688	0.18%	103
2025 Q3	$476K	Sell	6,998 -10	-0.1%	-$661	0.18%	103
2025 Q2	$448K	Sell	7,008 -758	-10%	-$46.2K	0.18%	111
2025 Q1	$480K	Buy	7,766 +721	+10%	+$45.2K	0.2%	111
2024 Q4	$432K	Sell	7,045 -308	-4%	-$19.4K	0.18%	114
2024 Q3	$461K	Buy	7,353 +6	+0.1%	+$362	0.19%	118
2024 Q2	$423K	Buy	7,347 +39	+0.5%	+$2.23K	0.2%	115
2024 Q1	$424K	Sell	7,308 -5,724	-44%	-$318K	0.18%	117
2023 Q4	$701K	Buy	+13,032	New	+$661K	0.3%	81

Other funds holding DGRO

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

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

BKM Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 8.6% in Q3 2026, buying an estimated $39.5K and bringing the position to 6,399 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #111.

BKM Wealth Management first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $701K in Q4 2023. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

BKM Wealth Management held 6,399 shares of iShares Core Dividend Growth ETF worth $482K as of Q3 2026.
BKM Wealth Management bought 506 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $39.5K.
iShares Core Dividend Growth ETF made up 0.16% of BKM Wealth Management's portfolio in Q3 2026, its #111 holding.
BKM Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's iShares Core Dividend Growth ETF position peaked at $701K in Q4 2023.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.