James T. Borello’s T. Rowe Price Growth Stock ETF TGRW Stock Holding History

James T. Borello’s Portfolio TGRW Stock Details TGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.86M	Sell	58,948 -63	-0.1%	-$2.97K	0.59%	26
2026 Q2	$2.82M	Buy	59,011 +584	+1%	+$27K	0.61%	26
2026 Q1	$2.37M	Sell	58,427 -54	-0.1%	-$2.35K	0.6%	28
2025 Q4	$2.69M	Sell	58,481 -217	-0.4%	-$10K	0.69%	26
2025 Q3	$2.67M	Sell	58,698 -511	-0.9%	-$22.3K	0.72%	27
2025 Q2	$2.49M	Sell	59,209 -187	-0.3%	-$7.08K	0.73%	27
2025 Q1	$2.12M	Buy	59,396 +1,020	+2%	+$40K	0.68%	29
2024 Q4	$2.32M	Sell	58,376 -277	-0.5%	-$10.9K	0.87%	27
2024 Q3	$2.21M	Buy	58,653 +72	+0.1%	+$2.64K	0.9%	25
2024 Q2	$2.18M	Sell	58,581 -583	-1%	-$20.3K	0.96%	23
2024 Q1	$2.03M	Sell	59,164 -724	-1%	-$23.7K	0.93%	22
2023 Q4	$1.83M	Buy	+59,888	New	+$1.72M	1.5%	16

Other funds holding TGRW

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $370M AUM 16.55% 1-Year Est. Return

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

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $185M AUM 41.39% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return

James T. Borello's TGRW Position: Q3 2026 in Review

James T. Borello reduced its T. Rowe Price Growth Stock ETF (TGRW) stake by 0.11% in Q3 2026, selling an estimated $2.97K and leaving 58,948 shares worth $2.86M. The position accounts for 0.59% of the portfolio, ranked #26.

James T. Borello first reported a position in TGRW in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold TGRW as of Q3 2026.

James T. Borello held 58,948 shares of T. Rowe Price Growth Stock ETF worth $2.86M as of Q3 2026.
James T. Borello sold 63 T. Rowe Price Growth Stock ETF shares in Q3 2026, an estimated $2.97K.
T. Rowe Price Growth Stock ETF made up 0.59% of James T. Borello's portfolio in Q3 2026, its #26 holding.
James T. Borello first reported a position in T. Rowe Price Growth Stock ETF in Q4 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held T. Rowe Price Growth Stock ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.