CX Institutional’s iShares Core Dividend Growth ETF DGRO Stock Holding History

CX Institutional’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	$375K	Buy	4,968 +166	+3%	+$13K	0.01%	547
2026 Q2	$364K	Hold	4,802	–	–	0.01%	556
2026 Q1	$337K	Sell	4,802 -646	-12%	-$46.3K	0.01%	571
2025 Q4	$378K	Buy	5,448 +345	+7%	+$23.7K	0.01%	503
2025 Q3	$347K	Buy	5,103 +430	+9%	+$28.4K	0.01%	528
2025 Q2	$299K	Buy	4,673 +2	+0%	+$122	0.01%	506
2025 Q1	$289K	Buy	+4,671	New	+$293K	0.01%	490
2022 Q3	–	Sell	-42,730	Closed	-$2.04M	–	620
2022 Q2	$2.04M	Buy	+42,730	New	+$2.15M	0.15%	166
2019 Q3	–	Sell	-3,393	Closed	-$130K	–	822
2019 Q2	$130K	Buy	+3,393	New	+$127K	0.02%	253
2019 Q1	–	Sell	-14,481	Closed	-$480K	–	786
2018 Q4	$480K	Buy	+14,481	New	+$509K	0.1%	130

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

Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

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

CX Institutional's DGRO Position: Q3 2026 in Review

CX Institutional increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q3 2026, buying an estimated $13K and bringing the position to 4,968 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #547.

CX Institutional first reported a position in DGRO in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2022. 59 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

CX Institutional held 4,968 shares of iShares Core Dividend Growth ETF worth $375K as of Q3 2026.
CX Institutional bought 166 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $13K.
iShares Core Dividend Growth ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #547 holding.
CX Institutional first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 10 quarters since.
CX Institutional's iShares Core Dividend Growth ETF position peaked at $2.04M in Q2 2022.
59 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.