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

Castle Rock 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 		$349K Buy
4,560
+22
+0.5% +$1.72K 0.07% 199
2026
Q2 		$345K Buy
4,538
+20
+0.4% +$1.48K 0.07% 210
2026
Q1 		$318K Buy
4,518
+21
+0.5% +$1.51K 0.07% 213
2025
Q4 		$325K Buy
4,497
+28
+0.6% +$1.93K 0.07% 206
2025
Q3 		$304K Buy
4,469
+24
+0.5% +$1.59K 0.07% 207
2025
Q2 		$289K Buy
4,445
+23
+0.5% +$1.4K 0.07% 212
2025
Q1 		$272K Buy
4,422
+22
+0.5% +$1.38K 0.07% 198
2024
Q4 		$281K Buy
4,400
+26
+0.6% +$1.64K 0.07% 201
2024
Q3 		$273K Buy
4,374
+78
+2% +$4.7K 0.07% 213
2024
Q2 		$247K Buy
4,296
+22
+0.5% +$1.26K 0.06% 215
2024
Q1 		$238K Sell
4,274
-122
-3% -$6.77K 0.07% 212
2023
Q4 		$235K Buy
4,396
+30
+0.7% +$1.52K 0.07% 206
2023
Q3 		$214K Buy
4,366
+34
+0.8% +$1.76K 0.07% 203
2023
Q2 		$223K Buy
4,332
+22
+0.5% +$1.11K 0.08% 191
2023
Q1 		$215K Sell
4,310
-4,552
-51% -$229K 0.08% 198
2022
Q4 		$454K Buy
8,862
+910
+11% +$44.7K 0.2% 133
2022
Q3 		$355K Buy
7,952
+45
+0.6% +$2.21K 0.18% 143
2022
Q2 		$383K Sell
7,907
-136
-2% -$6.86K 0.2% 138
2022
Q1 		$428K Sell
8,043
-52
-0.6% -$2.78K 0.2% 140
2021
Q4 		$428K Buy
8,095
+446
+6% +$23.8K 0.17% 150
2021
Q3 		$413K Sell
7,649
-957
-11% -$49.6K 0.14% 168
2021
Q2 		$451K Sell
8,606
-223
-3% -$11.2K 0.17% 155
2021
Q1 		$438K Sell
8,829
-24,407
-73% -$1.13M 0.18% 168
2020
Q4 		$1.51M Buy
+33,236
New +$1.41M 0.63% 44
2020
Q3 		– Sell
-5,953
Closed -$235K – 168
2020
Q2 		$235K Buy
+5,953
New +$216K 0.14% 174

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
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 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

Castle Rock Wealth Management's DGRO Position: Q3 2026 in Review

Castle Rock Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.48% in Q3 2026, buying an estimated $1.72K and bringing the position to 4,560 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #199.

Castle Rock Wealth Management first reported a position in DGRO in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2020. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Castle Rock Wealth Management held 4,560 shares of iShares Core Dividend Growth ETF worth $349K as of Q3 2026.
  • Castle Rock Wealth Management bought 22 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $1.72K.
  • iShares Core Dividend Growth ETF made up 0.07% of Castle Rock Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Castle Rock Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Castle Rock Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.51M in Q4 2020.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.