Matthew Hamilton Rosenberg’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Matthew Hamilton Rosenberg’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	$67.5K	Hold	896	–	–	0.01%	407
2026 Q2	$67.9K	Hold	896	–	–	0.01%	399
2026 Q1	$62.9K	Hold	896	–	–	0.01%	395
2025 Q4	$62.2K	Hold	896	–	–	0.01%	395
2025 Q3	$61K	Hold	896	–	–	0.01%	396
2025 Q2	$57.3K	Hold	896	–	–	0.01%	418
2025 Q1	$55.4K	Hold	896	–	–	0.01%	410
2024 Q4	$55K	Hold	896	–	–	0.01%	408
2024 Q3	$56.2K	Sell	896 -26	-3%	-$1.57K	0.01%	409
2024 Q2	$53K	Sell	922 -122	-12%	-$6.97K	0.02%	409
2024 Q1	$60.3K	Hold	1,044	–	–	0.02%	398
2023 Q4	$56.2K	Hold	1,044	–	–	0.02%	411
2023 Q3	$51.7K	Hold	1,044	–	–	0.02%	411
2023 Q2	$53.8K	Hold	1,044	–	–	0.02%	416
2023 Q1	$52.2K	Hold	1,044	–	–	0.02%	458
2022 Q4	$52.2K	Hold	1,044	–	–	0.02%	451
2022 Q3	$46K	Buy	+1,044	New	+$51.4K	0.02%	459
2021 Q3	–	Sell	-404	Closed	-$20K	–	691
2021 Q2	$20K	Hold	404	–	–	0.01%	466
2021 Q1	$20K	Hold	404	–	–	0.01%	442
2020 Q4	$18K	Hold	404	–	–	0.01%	431
2020 Q3	$16K	Hold	404	–	–	0.01%	418
2020 Q2	$15K	Buy	+404	New	+$14.7K	0.01%	442

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Matthew Hamilton Rosenberg's DGRO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 896 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #407.

Matthew Hamilton Rosenberg first reported a position in DGRO in Q2 2020 and has held it in 22 quarters since. The position peaked at $67.9K in Q2 2026. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Matthew Hamilton Rosenberg held 896 shares of iShares Core Dividend Growth ETF worth $67.5K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #407 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 22 quarters since.
Matthew Hamilton Rosenberg's iShares Core Dividend Growth ETF position peaked at $67.9K in Q2 2026.
976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.