Insight Advisors
DGRO icon

Insight Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Insight Advisors’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 		$1.45M Sell
19,269
-162
-0.8% -$12.7K 0.26% 54
2026
Q2 		$1.47M Buy
19,431
+1,067
+6% +$78.7K 0.26% 54
2026
Q1 		$1.29M Sell
18,364
-6,556
-26% -$470K 0.25% 58
2025
Q4 		$1.73M Sell
24,920
-1,264
-5% -$86.9K 0.26% 64
2025
Q3 		$1.78M Buy
26,184
+258
+1% +$17.1K 0.27% 62
2025
Q2 		$1.66M Sell
25,926
-11,814
-31% -$720K 0.27% 60
2025
Q1 		$2.33M Sell
37,740
-173
-0.5% -$10.8K 0.41% 42
2024
Q4 		$2.32M Sell
37,913
-783
-2% -$49.4K 0.39% 44
2024
Q3 		$2.43M Sell
38,696
-2,888
-7% -$174K 0.42% 41
2024
Q2 		$2.4M Buy
41,584
+813
+2% +$46.4K 0.43% 38
2024
Q1 		$2.37M Sell
40,771
-3,789
-9% -$210K 0.45% 38
2023
Q4 		$2.4M Buy
44,560
+31,841
+250% +$1.61M 0.51% 30
2023
Q3 		$630K Buy
12,719
+300
+2% +$15.5K 0.14% 116
2023
Q2 		$640K Buy
12,419
+2,361
+23% +$119K 0.14% 113
2023
Q1 		$503K Buy
10,058
+45
+0.4% +$2.26K 0.12% 140
2022
Q4 		$499K Buy
10,013
+711
+8% +$34.9K 0.17% 156
2022
Q3 		$414K Buy
9,302
+41
+0.4% +$2.02K 0.16% 166
2022
Q2 		$469K Buy
9,261
+1,419
+18% +$71.5K 0.16% 162
2022
Q1 		$419K Buy
7,842
+413
+6% +$22.1K 0.13% 205
2021
Q4 		$413K Sell
7,429
-956
-11% -$51K 0.12% 203
2021
Q3 		$450K Buy
8,385
+1
+0% +$52 0.13% 189
2021
Q2 		$433K Buy
8,384
+215
+3% +$10.8K 0.14% 195
2021
Q1 		$408K Buy
8,169
+673
+9% +$31.1K 0.13% 205
2020
Q4 		$336K Buy
+7,496
New +$319K 0.13% 189

Other funds holding DGRO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
First Business Financial Services
First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Insight Advisors's DGRO Position: Q3 2026 in Review

Insight Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.83% in Q3 2026, selling an estimated $12.7K and leaving 19,269 shares worth $1.45M. The position accounts for 0.26% of the portfolio, ranked #54.

Insight Advisors first reported a position in DGRO in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q3 2024. 636 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Insight Advisors held 19,269 shares of iShares Core Dividend Growth ETF worth $1.45M as of Q3 2026.
  • Insight Advisors sold 162 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $12.7K.
  • iShares Core Dividend Growth ETF made up 0.26% of Insight Advisors's portfolio in Q3 2026, its #54 holding.
  • Insight Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's iShares Core Dividend Growth ETF position peaked at $2.43M in Q3 2024.
  • 636 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.