Dynamic Advisor Solutions
DGRO icon

Dynamic Advisor Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Dynamic Advisor Solutions’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 		$16.6M Sell
219,813
-262
-0.1% -$20.5K 0.47% 46
2026
Q2 		$16.7M Buy
220,075
+6,831
+3% +$504K 0.47% 45
2026
Q1 		$15M Buy
213,244
+9,730
+5% +$698K 0.47% 49
2025
Q4 		$14.1M Buy
203,514
+3,549
+2% +$244K 0.45% 50
2025
Q3 		$13.6M Sell
199,965
-31,370
-14% -$2.07M 0.4% 59
2025
Q2 		$14.8M Buy
231,335
+3,495
+2% +$213K 0.46% 52
2025
Q1 		$14.1M Sell
227,840
-4,895
-2% -$307K 0.46% 50
2024
Q4 		$14.3M Sell
232,735
-2,171
-0.9% -$137K 0.62% 36
2024
Q3 		$14.7M Sell
234,906
-38,407
-14% -$2.32M 0.44% 54
2024
Q2 		$15.7M Buy
273,313
+3,209
+1% +$183K 0.5% 44
2024
Q1 		$15.7M Buy
270,104
+9,001
+3% +$500K 0.53% 39
2023
Q4 		$14M Buy
261,103
+45,756
+21% +$2.32M 0.52% 39
2023
Q3 		$10.7M Sell
215,347
-14,001
-6% -$725K 0.5% 38
2023
Q2 		$11.8M Buy
229,348
+55,231
+32% +$2.78M 0.61% 24
2023
Q1 		$8.7M Sell
174,117
-4,250
-2% -$213K 0.51% 38
2022
Q4 		$8.92M Buy
178,367
+19,993
+13% +$981K 0.61% 34
2022
Q3 		$7.04M Buy
158,374
+11,222
+8% +$552K 0.54% 35
2022
Q2 		$7.01M Buy
147,152
+19,675
+15% +$992K 0.54% 38
2022
Q1 		$6.81M Buy
127,477
+37,112
+41% +$1.98M 0.47% 40
2021
Q4 		$5.02M Sell
90,365
-46,196
-34% -$2.47M 0.36% 65
2021
Q3 		$6.86M Buy
136,561
+9,198
+7% +$476K 0.52% 35
2021
Q2 		$6.41M Buy
127,363
+47,280
+59% +$2.37M 0.51% 39
2021
Q1 		$3.87M Buy
80,083
+5,474
+7% +$253K 0.36% 64
2020
Q4 		$3.34M Sell
74,609
-10,305
-12% -$438K 0.31% 87
2020
Q3 		$3.38M Sell
84,914
-5,423
-6% -$215K 0.38% 69
2020
Q2 		$3.4M Buy
90,337
+1,791
+2% +$65.1K 0.46% 49
2020
Q1 		$2.89M Sell
88,546
-1,989
-2% -$77.8K 0.53% 41
2019
Q4 		$3.81M Buy
90,535
+5,167
+6% +$209K 0.52% 42
2019
Q3 		$3.34M Buy
85,368
+15,114
+22% +$582K 0.52% 49
2019
Q2 		$2.68M Buy
+70,254
New +$2.63M 0.43% 64

Other funds holding DGRO

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Dynamic Advisor Solutions's DGRO Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.12% in Q3 2026, selling an estimated $20.5K and leaving 219,813 shares worth $16.6M. The position accounts for 0.47% of the portfolio, ranked #46.

Dynamic Advisor Solutions first reported a position in DGRO in Q2 2019 and has held it in 30 quarters since. The position peaked at $16.7M in Q2 2026. 302 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Dynamic Advisor Solutions held 219,813 shares of iShares Core Dividend Growth ETF worth $16.6M as of Q3 2026.
  • Dynamic Advisor Solutions sold 262 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $20.5K.
  • iShares Core Dividend Growth ETF made up 0.47% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #46 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 30 quarters since.
  • Dynamic Advisor Solutions's iShares Core Dividend Growth ETF position peaked at $16.7M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.