Lockerman Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lockerman Financial 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	$285K	Buy	+3,780	New	+$295K	0.41%	72

Other funds holding DGRO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Lockerman Financial Group's DGRO Position: Q3 2026 in Review

Lockerman Financial Group opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 3,780 shares worth $285K. The stake represents 0.41% of the portfolio and ranks #72 among its holdings.

467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Lockerman Financial Group held 3,780 shares of iShares Core Dividend Growth ETF worth $285K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Lockerman Financial Group position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.41% of Lockerman Financial Group's portfolio in Q3 2026, its #72 holding.
467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.