IIM
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IFC & Insurance Marketing’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

IFC & Insurance Marketing’s Portfolio TDVG Stock Details TDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22
Closed -$1K – 621
2025
Q4 		$1K Buy
+22
New +$978 ﹤0.01% 714

Other funds holding TDVG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFC & Insurance Marketing's TDVG Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q1 2026, closing a stake of 22 shares — an estimated $1K sold.

IFC & Insurance Marketing first reported a position in TDVG in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 130 funds tracked by Wall St. Rank hold TDVG as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining T. Rowe Price Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 22 T. Rowe Price Dividend Growth ETF shares in Q1 2026, an estimated $1K.
  • IFC & Insurance Marketing first reported a position in T. Rowe Price Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's T. Rowe Price Dividend Growth ETF position peaked at $1K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.