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

Compass 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	$180K	Buy	+2,388	New	+$186K	0.03%	176

Other funds holding DGRO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Compass Wealth Management's DGRO Position: Q3 2026 in Review

Compass Wealth Management opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 2,388 shares worth $180K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Compass Wealth Management held 2,388 shares of iShares Core Dividend Growth ETF worth $180K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Compass Wealth Management position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.03% of Compass Wealth Management's portfolio in Q3 2026, its #176 holding.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.