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Coastline Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Coastline Trust’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 		$52.5K Hold
697
– – ﹤0.01% 256
2026
Q2 		$52.8K Buy
+697
New +$51.4K ﹤0.01% 282

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
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Coastline Trust's DGRO Position: Q3 2026 in Review

Coastline Trust held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 697 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Coastline Trust first reported a position in DGRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $52.8K in Q2 2026. 58 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Coastline Trust held 697 shares of iShares Core Dividend Growth ETF worth $52.5K as of Q3 2026.
  • Coastline Trust left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #256 holding.
  • Coastline Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Coastline Trust's iShares Core Dividend Growth ETF position peaked at $52.8K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.