Geneva Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Geneva 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	$860K	Buy	11,413 +2,327	+26%	+$182K	0.26%	56
2026 Q2	$689K	Buy	9,086 +937	+11%	+$69.1K	0.18%	57
2026 Q1	$572K	Buy	8,149 +1,222	+18%	+$87.6K	0.27%	45
2025 Q4	$481K	Buy	6,927 +1,290	+23%	+$88.7K	0.17%	52
2025 Q3	$384K	Buy	5,637 +656	+13%	+$43.4K	0.14%	61
2025 Q2	$318K	Buy	4,981 +905	+22%	+$55.2K	0.13%	64
2025 Q1	$252K	Buy	4,076 +687	+20%	+$43K	0.13%	57
2024 Q4	$208K	Sell	3,389 -6	-0.2%	-$379	0.08%	71
2024 Q3	$213K	Buy	+3,395	New	+$205K	0.09%	70

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Geneva Partners's DGRO Position: Q3 2026 in Review

Geneva Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 26% in Q3 2026, buying an estimated $182K and bringing the position to 11,413 shares worth $860K. The position accounts for 0.26% of the portfolio, ranked #56.

Geneva Partners first reported a position in DGRO in Q3 2024 and has held it in 9 quarters since. 854 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Geneva Partners held 11,413 shares of iShares Core Dividend Growth ETF worth $860K as of Q3 2026.
Geneva Partners bought 2,327 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $182K.
iShares Core Dividend Growth ETF made up 0.26% of Geneva Partners's portfolio in Q3 2026, its #56 holding.
Geneva Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 9 quarters since.
854 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.