White Sand Wealth Management LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

White Sand Wealth Management 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	$1.14M	Buy	+15,062	New	+$1.18M	0.82%	15

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

White Sand Wealth Management LLC's DGRO Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 15,062 shares worth $1.14M. The stake represents 0.82% of the portfolio and ranks #15 among its holdings.

1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

White Sand Wealth Management LLC held 15,062 shares of iShares Core Dividend Growth ETF worth $1.14M as of Q3 2026.
iShares Core Dividend Growth ETF was a new White Sand Wealth Management LLC position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.82% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #15 holding.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.