GER Loftin Wealth Advisors LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

GER Loftin Wealth Advisors LLC’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	$1.51M	Buy	+19,998	New	+$1.56M	0.48%	37

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

JP Morgan Chase New York $1.84T AUM 33.86% 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

GER Loftin Wealth Advisors LLC's DGRO Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 19,998 shares worth $1.51M. The stake represents 0.48% of the portfolio and ranks #37 among its holdings.

1,076 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

GER Loftin Wealth Advisors LLC held 19,998 shares of iShares Core Dividend Growth ETF worth $1.51M as of Q3 2026.
iShares Core Dividend Growth ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.48% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #37 holding.
1,076 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.