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DGRO icon

DDFG Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

DDFG Inc’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 		$6.78M Buy
89,875
+7,957
+10% +$621K 1.33% 24
2026
Q2 		$6.21M Buy
81,918
+7,018
+9% +$518K 1.23% 25
2026
Q1 		$5.26M Buy
74,900
+4,629
+7% +$332K 1.13% 25
2025
Q4 		$4.88M Buy
70,271
+2,023
+3% +$139K 1.07% 24
2025
Q3 		$4.65M Sell
68,248
-125,032
-65% -$8.26M 1.07% 23
2025
Q2 		$12.4M Sell
193,280
-809
-0.4% -$49.3K 3.11% 13
2025
Q1 		$12M Buy
194,089
+16,562
+9% +$1.04M 3.32% 12
2024
Q4 		$10.9M Buy
177,527
+11,036
+7% +$696K 3.14% 12
2024
Q3 		$10.4M Sell
166,491
-19,307
-10% -$1.16M 2.98% 12
2024
Q2 		$10.7M Buy
185,798
+10,704
+6% +$611K 3.31% 12
2024
Q1 		$10.2M Buy
175,094
+5,420
+3% +$301K 3.23% 12
2023
Q4 		$9.13M Buy
169,674
+4,688
+3% +$238K 3.09% 13
2023
Q3 		$8.17M Sell
164,986
-4,493
-3% -$233K 3.01% 13
2023
Q2 		$8.73M Buy
169,479
+9,097
+6% +$458K 3.21% 13
2023
Q1 		$8.02M Buy
160,382
+7,490
+5% +$376K 3.12% 13
2022
Q4 		$7.64M Buy
+152,892
New +$7.51M 3.16% 13

Other funds holding DGRO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

DDFG Inc's DGRO Position: Q3 2026 in Review

DDFG Inc increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.7% in Q3 2026, buying an estimated $621K and bringing the position to 89,875 shares worth $6.78M. The position accounts for 1.33% of the portfolio, ranked #24.

DDFG Inc first reported a position in DGRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.4M in Q2 2025. 674 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • DDFG Inc held 89,875 shares of iShares Core Dividend Growth ETF worth $6.78M as of Q3 2026.
  • DDFG Inc bought 7,957 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $621K.
  • iShares Core Dividend Growth ETF made up 1.33% of DDFG Inc's portfolio in Q3 2026, its #24 holding.
  • DDFG Inc first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares Core Dividend Growth ETF position peaked at $12.4M in Q2 2025.
  • 674 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.