Chatterton & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Chatterton & Associates’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	$203K	Buy	+2,694	New	+$210K	0.09%	105
2026 Q2	–	Sell	-4,630	Closed	-$335K	–	105
2026 Q1	$335K	Sell	4,630 -20	-0.4%	-$1.43K	0.23%	68
2025 Q4	$323K	Buy	+4,650	New	+$320K	0.28%	60

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

Chatterton & Associates's DGRO Position: Q3 2026 in Review

Chatterton & Associates opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 2,694 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Chatterton & Associates previously reported a position in DGRO as recently as Q1 2026.

Chatterton & Associates first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $335K in Q1 2026. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Chatterton & Associates held 2,694 shares of iShares Core Dividend Growth ETF worth $203K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Chatterton & Associates position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.09% of Chatterton & Associates's portfolio in Q3 2026, its #105 holding.
Chatterton & Associates first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
Chatterton & Associates's iShares Core Dividend Growth ETF position peaked at $335K in Q1 2026.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.