Claro Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Claro Advisors’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	$2.61M	Buy	34,641 +11,032	+47%	+$862K	0.25%	69
2026 Q2	$1.79M	Buy	23,609 +4,665	+25%	+$344K	0.19%	87
2026 Q1	$1.33M	Buy	18,944 +100	+0.5%	+$7.17K	0.16%	119
2025 Q4	$1.31M	Buy	18,844 +4,015	+27%	+$276K	0.18%	106
2025 Q3	$1.01M	Sell	14,829 -4,272	-22%	-$282K	0.15%	126
2025 Q2	$1.22M	Buy	19,101 +1,113	+6%	+$67.9K	0.2%	98
2025 Q1	$1.11M	Sell	17,988 -6,069	-25%	-$380K	0.15%	129
2024 Q4	$1.48M	Sell	24,057 -16,735	-41%	-$1.06M	0.2%	93
2024 Q3	$2.56M	Buy	40,792 +20,555	+102%	+$1.24M	0.33%	56
2024 Q2	$1.17M	Buy	20,237 +9,878	+95%	+$564K	0.18%	111
2024 Q1	$601K	Buy	10,359 +340	+3%	+$18.9K	0.1%	207
2023 Q4	$539K	Sell	10,019 -7,614	-43%	-$386K	0.12%	202
2023 Q3	$873K	Sell	17,633 -4,476	-20%	-$232K	0.22%	103
2023 Q2	$1.14M	Buy	22,109 +10,673	+93%	+$537K	0.28%	80
2023 Q1	$572K	Sell	11,436 -2,745	-19%	-$138K	0.17%	150
2022 Q4	$709K	Buy	14,181 +8,326	+142%	+$409K	0.23%	106
2022 Q3	$279K	Hold	5,855	–	–	0.11%	201
2022 Q2	$279K	Buy	5,855 +1,805	+45%	+$91K	0.11%	201
2022 Q1	$225K	Hold	4,050	–	–	0.08%	242
2021 Q4	$225K	Buy	+4,050	New	+$216K	0.08%	242

Other funds holding DGRO

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Claro Advisors's DGRO Position: Q3 2026 in Review

Claro Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 47% in Q3 2026, buying an estimated $862K and bringing the position to 34,641 shares worth $2.61M. The position accounts for 0.25% of the portfolio, ranked #69.

Claro Advisors first reported a position in DGRO in Q4 2021 and has held it in 20 quarters since. 988 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Claro Advisors held 34,641 shares of iShares Core Dividend Growth ETF worth $2.61M as of Q3 2026.
Claro Advisors bought 11,032 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $862K.
iShares Core Dividend Growth ETF made up 0.25% of Claro Advisors's portfolio in Q3 2026, its #69 holding.
Claro Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 20 quarters since.
988 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.