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KFA Private Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

KFA Private Wealth Group’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 		$399K Buy
5,291
+256
+5% +$20K 0.09% 95
2026
Q2 		$382K Sell
5,035
-66
-1% -$4.87K 0.09% 100
2026
Q1 		$358K Buy
5,101
+1,372
+37% +$98.4K 0.09% 113
2025
Q4 		$259K Buy
+3,729
New +$256K 0.06% 131

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

KFA Private Wealth Group's DGRO Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 5.1% in Q3 2026, buying an estimated $20K and bringing the position to 5,291 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #95.

KFA Private Wealth Group first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • KFA Private Wealth Group held 5,291 shares of iShares Core Dividend Growth ETF worth $399K as of Q3 2026.
  • KFA Private Wealth Group bought 256 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $20K.
  • iShares Core Dividend Growth ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #95 holding.
  • KFA Private Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.