MFA Wealth Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

MFA Wealth Services’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	$2.81M	Sell	37,255 -1,032	-3%	-$80.6K	1.67%	12
2026 Q2	$2.9M	Sell	38,287 -116	-0.3%	-$8.56K	1.73%	11
2026 Q1	$2.7M	Sell	38,403 -1,733	-4%	-$124K	1.78%	11
2025 Q4	$2.79M	Sell	40,136 -1,098	-3%	-$75.5K	1.88%	11
2025 Q3	$2.81M	Sell	41,234 -827	-2%	-$54.7K	1.94%	11
2025 Q2	$2.69M	Buy	42,061 +858	+2%	+$52.3K	2.02%	10
2025 Q1	$2.55M	Sell	41,203 -1,454	-3%	-$91.1K	2.09%	9
2024 Q4	$2.62M	Buy	+42,657	New	+$2.69M	2.1%	9

Other funds holding DGRO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

MFA Wealth Services's DGRO Position: Q3 2026 in Review

MFA Wealth Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q3 2026, selling an estimated $80.6K and leaving 37,255 shares worth $2.81M. The position accounts for 1.67% of the portfolio, ranked #12.

MFA Wealth Services first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q2 2026. 394 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

MFA Wealth Services held 37,255 shares of iShares Core Dividend Growth ETF worth $2.81M as of Q3 2026.
MFA Wealth Services sold 1,032 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $80.6K.
iShares Core Dividend Growth ETF made up 1.67% of MFA Wealth Services's portfolio in Q3 2026, its #12 holding.
MFA Wealth Services first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Core Dividend Growth ETF position peaked at $2.9M in Q2 2026.
394 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

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