Gen-Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gen-Wealth Partners’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	$91.8K	Hold	1,217	–	–	0.03%	301
2026 Q2	$92.2K	Hold	1,217	–	–	0.03%	339
2026 Q1	$85.4K	Hold	1,217	–	–	0.03%	347
2025 Q4	$84.5K	Hold	1,217	–	–	0.03%	343
2025 Q3	$82.9K	Hold	1,217	–	–	0.03%	346
2025 Q2	$77.8K	Hold	1,217	–	–	0.03%	305
2025 Q1	$75.2K	Sell	1,217 -105	-8%	-$6.58K	0.03%	304
2024 Q4	$81.1K	Buy	1,322 +105	+9%	+$6.62K	0.03%	312
2024 Q3	$76K	Hold	1,217	–	–	0.03%	330
2024 Q2	$70.1K	Hold	1,217	–	–	0.03%	339
2024 Q1	$70.7K	Buy	+1,217	New	+$67.6K	0.04%	343

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

Gen-Wealth Partners's DGRO Position: Q3 2026 in Review

Gen-Wealth Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 1,217 shares worth $91.8K. The position accounts for 0.03% of the portfolio, ranked #301.

Gen-Wealth Partners first reported a position in DGRO in Q1 2024 and has held it in 11 quarters since. The position peaked at $92.2K in Q2 2026. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Gen-Wealth Partners held 1,217 shares of iShares Core Dividend Growth ETF worth $91.8K as of Q3 2026.
Gen-Wealth Partners left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q3 2026, its #301 holding.
Gen-Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares Core Dividend Growth ETF position peaked at $92.2K in Q2 2026.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.