Gradient Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gradient Investments’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	$242K	Buy	3,207 +519	+19%	+$40.5K	﹤0.01%	434
2026 Q2	$204K	Buy	+2,688	New	+$198K	﹤0.01%	443
2024 Q3	–	Sell	-66	Closed	-$3.8K	–	541
2024 Q2	$3.8K	Buy	+66	New	+$3.77K	﹤0.01%	899
2024 Q1	–	Sell	-170	Closed	-$9.15K	–	1381
2023 Q4	$9.15K	Hold	170	–	–	﹤0.01%	853
2023 Q3	$8.42K	Hold	170	–	–	﹤0.01%	835
2023 Q2	$8.76K	Hold	170	–	–	﹤0.01%	830
2023 Q1	$8.5K	Sell	170 -488	-74%	-$24.5K	﹤0.01%	843
2022 Q4	$32.9K	Buy	658 +227	+53%	+$11.1K	﹤0.01%	587
2022 Q3	$19K	Buy	+431	New	+$21.2K	﹤0.01%	678
2021 Q1	–	Sell	-1,138	Closed	-$45K	–	1177
2020 Q4	$45K	Hold	1,138	–	–	﹤0.01%	418
2020 Q3	$45K	Buy	+1,138	New	+$45.2K	﹤0.01%	420
2019 Q4	–	Sell	-294	Closed	-$12K	–	1119
2019 Q3	$12K	Buy	+294	New	+$11.3K	﹤0.01%	623
2018 Q3	–	Sell	-450	Closed	-$15K	–	991
2018 Q2	$15K	Hold	450	–	–	﹤0.01%	534
2018 Q1	$15K	Buy	+450	New	+$15.9K	﹤0.01%	537

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

Gradient Investments's DGRO Position: Q3 2026 in Review

Gradient Investments increased its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q3 2026, buying an estimated $40.5K and bringing the position to 3,207 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Gradient Investments first reported a position in DGRO in Q1 2018 and has held it in 14 quarters since. 1,219 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Gradient Investments held 3,207 shares of iShares Core Dividend Growth ETF worth $242K as of Q3 2026.
Gradient Investments bought 519 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $40.5K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #434 holding.
Gradient Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 14 quarters since.
1,219 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.