Ehrlich Financial Group
DGRO icon

Ehrlich Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ehrlich Financial Group’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 		$1.3M Sell
17,212
-83
-0.5% -$6.48K 0.67% 38
2026
Q2 		$1.31M Sell
17,295
-256
-1% -$18.9K 0.67% 40
2026
Q1 		$1.23M Sell
17,551
-430
-2% -$30.8K 0.71% 40
2025
Q4 		$1.25M Sell
17,981
-25
-0.1% -$1.72K 0.71% 38
2025
Q3 		$1.23M Sell
18,006
-941
-5% -$62.2K 0.73% 42
2025
Q2 		$1.21M Buy
18,947
+850
+5% +$51.8K 0.78% 38
2025
Q1 		$1.12M Sell
18,097
-224
-1% -$14K 0.82% 40
2024
Q4 		$1.12M Sell
18,321
-52
-0.3% -$3.28K 0.8% 31
2024
Q3 		$1.15M Sell
18,373
-2,565
-12% -$155K 0.82% 30
2024
Q2 		$1.21M Sell
20,938
-467
-2% -$26.7K 0.95% 25
2024
Q1 		$1.24M Sell
21,405
-36,376
-63% -$2.02M 1.05% 25
2023
Q4 		$3.11M Buy
+57,781
New +$2.93M 3.12% 7

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Ehrlich Financial Group's DGRO Position: Q3 2026 in Review

Ehrlich Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.48% in Q3 2026, selling an estimated $6.48K and leaving 17,212 shares worth $1.3M. The position accounts for 0.67% of the portfolio, ranked #38.

Ehrlich Financial Group first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q4 2023. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Ehrlich Financial Group held 17,212 shares of iShares Core Dividend Growth ETF worth $1.3M as of Q3 2026.
  • Ehrlich Financial Group sold 83 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $6.48K.
  • iShares Core Dividend Growth ETF made up 0.67% of Ehrlich Financial Group's portfolio in Q3 2026, its #38 holding.
  • Ehrlich Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's iShares Core Dividend Growth ETF position peaked at $3.11M in Q4 2023.
  • 976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.