Hofer & Associates’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hofer & Associates’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	$3.16M	Buy	+41,916	New	+$3.27M	2.2%	16

Other funds holding DGRO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Hofer & Associates's DGRO Position: Q3 2026 in Review

Hofer & Associates opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 41,916 shares worth $3.16M. The stake represents 2.2% of the portfolio and ranks #16 among its holdings.

467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Hofer & Associates held 41,916 shares of iShares Core Dividend Growth ETF worth $3.16M as of Q3 2026.
iShares Core Dividend Growth ETF was a new Hofer & Associates position in Q3 2026.
iShares Core Dividend Growth ETF made up 2.2% of Hofer & Associates's portfolio in Q3 2026, its #16 holding.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.