Premier Path Wealth Partners
DGRO icon

Premier Path Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Premier Path Wealth Partners’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 		$7.61M Sell
100,930
-33,587
-25% -$2.62M 0.89% 20
2026
Q2 		$10.2M Sell
134,517
-6,018
-4% -$444K 1.17% 13
2026
Q1 		$9.9M Sell
140,535
-20,965
-13% -$1.5M 1.29% 11
2025
Q4 		$11.2M Sell
161,500
-11,338
-7% -$780K 1.45% 10
2025
Q3 		$11.8M Sell
172,838
-526
-0.3% -$34.8K 1.51% 9
2025
Q2 		$11.1M Buy
173,364
+5,528
+3% +$337K 1.54% 9
2025
Q1 		$10.4M Buy
167,836
+3,328
+2% +$209K 1.61% 8
2024
Q4 		$10.1M Buy
164,508
+5,759
+4% +$363K 1.54% 9
2024
Q3 		$10M Buy
158,749
+667
+0.4% +$40.2K 1.57% 9
2024
Q2 		$9.11M Buy
158,082
+9,996
+7% +$571K 1.55% 9
2024
Q1 		$8.6M Buy
148,086
+23,609
+19% +$1.31M 1.62% 9
2023
Q4 		$6.79M Buy
+124,477
New +$6.31M 1.5% 9

Other funds holding DGRO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Premier Path Wealth Partners's DGRO Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q3 2026, selling an estimated $2.62M and leaving 100,930 shares worth $7.61M. The position accounts for 0.89% of the portfolio, ranked #20.

Premier Path Wealth Partners first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q3 2025. 425 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Premier Path Wealth Partners held 100,930 shares of iShares Core Dividend Growth ETF worth $7.61M as of Q3 2026.
  • Premier Path Wealth Partners sold 33,587 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.62M.
  • iShares Core Dividend Growth ETF made up 0.89% of Premier Path Wealth Partners's portfolio in Q3 2026, its #20 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares Core Dividend Growth ETF position peaked at $11.8M in Q3 2025.
  • 425 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.