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Bulwark Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bulwark Capital’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 		$61.5K Hold
816
– – 0.03% 75
2026
Q2 		$61.8K Sell
816
-8
-1% -$590 0.03% 69
2026
Q1 		$57.8K Sell
824
-124
-13% -$8.89K 0.04% 69
2025
Q4 		$65.8K Hold
948
– – 0.05% 63
2025
Q3 		$64.5K Hold
948
– – 0.05% 65
2025
Q2 		$60.6K Buy
+948
New +$57.8K 0.05% 58

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

Bulwark Capital's DGRO Position: Q3 2026 in Review

Bulwark Capital held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 816 shares worth $61.5K. The position accounts for 0.03% of the portfolio, ranked #75.

Bulwark Capital first reported a position in DGRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $65.8K in Q4 2025. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Bulwark Capital held 816 shares of iShares Core Dividend Growth ETF worth $61.5K as of Q3 2026.
  • Bulwark Capital left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.03% of Bulwark Capital's portfolio in Q3 2026, its #75 holding.
  • Bulwark Capital first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's iShares Core Dividend Growth ETF position peaked at $65.8K in Q4 2025.
  • 976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.