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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$232K Hold
3,076
– – 0.04% 122
2026
Q2
$233K Buy
+3,076
New +$227K 0.05% 123

Other funds holding DGRO

Integris Wealth Management's DGRO Position: Q3 2026 in Review

Integris Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 3,076 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #122.

Integris Wealth Management first reported a position in DGRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $233K in Q2 2026. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Integris Wealth Management held 3,076 shares of iShares Core Dividend Growth ETF worth $232K as of Q3 2026.
  • Integris Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Integris Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Integris Wealth Management's iShares Core Dividend Growth ETF position peaked at $233K in Q2 2026.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.