High Point Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

High Point Wealth Management’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	$66.6K	Buy	884 +4	+0.5%	+$312	0.05%	129
2026 Q2	$66.7K	Buy	880 +4	+0.5%	+$295	0.05%	126
2026 Q1	$61.5K	Buy	876 +4	+0.5%	+$287	0.06%	123
2025 Q4	$60.5K	Buy	+872	New	+$60K	0.06%	128

Other funds holding DGRO

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

High Point Wealth Management's DGRO Position: Q3 2026 in Review

High Point Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.45% in Q3 2026, buying an estimated $312 and bringing the position to 884 shares worth $66.6K. The position accounts for 0.05% of the portfolio, ranked #129.

High Point Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $66.7K in Q2 2026. 998 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

High Point Wealth Management held 884 shares of iShares Core Dividend Growth ETF worth $66.6K as of Q3 2026.
High Point Wealth Management bought 4 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $312.
iShares Core Dividend Growth ETF made up 0.05% of High Point Wealth Management's portfolio in Q3 2026, its #129 holding.
High Point Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's iShares Core Dividend Growth ETF position peaked at $66.7K in Q2 2026.
998 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.