MONECO Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

MONECO Advisors’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	$1.11M	Sell	14,667 -28	-0.2%	-$2.19K	0.06%	252
2026 Q2	$1.11M	Buy	+14,695	New	+$1.08M	0.07%	248
2023 Q2	–	Sell	-8,283	Closed	-$414K	–	342
2023 Q1	$414K	Buy	+8,283	New	+$416K	0.12%	193

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

MONECO Advisors's DGRO Position: Q3 2026 in Review

MONECO Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.19% in Q3 2026, selling an estimated $2.19K and leaving 14,667 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #252.

MONECO Advisors first reported a position in DGRO in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2026. 1,114 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

MONECO Advisors held 14,667 shares of iShares Core Dividend Growth ETF worth $1.11M as of Q3 2026.
MONECO Advisors sold 28 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.19K.
iShares Core Dividend Growth ETF made up 0.06% of MONECO Advisors's portfolio in Q3 2026, its #252 holding.
MONECO Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 3 quarters since.
MONECO Advisors's iShares Core Dividend Growth ETF position peaked at $1.11M in Q2 2026.
1,114 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.