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

Prism 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 		$2.17M Sell
28,207
-9
-0% -$703 0.54% 37
2026
Q2 		$2.14M Buy
28,216
+214
+0.8% +$15.8K 0.52% 36
2026
Q1 		$1.97M Hold
28,002
– – 0.52% 34
2025
Q4 		$1.94M Sell
28,002
-24,001
-46% -$1.65M 0.52% 34
2025
Q3 		$3.54M Hold
52,003
– – 0.96% 32
2025
Q2 		$3.33M Buy
52,003
+1
+0% +$61 0.95% 32
2025
Q1 		$3.21M Sell
52,002
-3,215
-6% -$201K 0.99% 26
2024
Q4 		$3.39M Sell
55,217
-25,908
-32% -$1.63M 1.02% 27
2024
Q3 		$5.09M Sell
81,125
-75,466
-48% -$4.55M 1.45% 24
2024
Q2 		$9.02M Sell
156,591
-260,568
-62% -$14.9M 2.74% 18
2024
Q1 		$24.2M Buy
417,159
+7,185
+2% +$399K 7.27% 3
2023
Q4 		$22.1M Buy
409,974
+6,742
+2% +$342K 7.11% 2
2023
Q3 		$20M Sell
403,232
-1,267
-0.3% -$65.6K 6.99% 2
2023
Q2 		$20.8M Buy
404,499
+8,743
+2% +$440K 7.01% 3
2023
Q1 		$19.8M Sell
395,756
-872
-0.2% -$43.8K 6.86% 4
2022
Q4 		$19.8M Sell
396,628
-32,721
-8% -$1.61M 7.27% 3
2022
Q3 		$19.1M Buy
429,349
+2,082
+0.5% +$102K 7.7% 2
2022
Q2 		$20.4M Sell
427,267
-18,916
-4% -$954K 7.72% 3
2022
Q1 		$23.8M Buy
446,183
+8,651
+2% +$462K 7.98% 2
2021
Q4 		$24.3M Buy
437,532
+15,374
+4% +$820K 7.95% 1
2021
Q3 		$21.2M Buy
422,158
+12,414
+3% +$643K 7.56% 1
2021
Q2 		$20.6M Sell
409,744
-24,229
-6% -$1.22M 7.17% 1
2021
Q1 		$20.9M Buy
433,973
+8,316
+2% +$384K 7.57% 1
2020
Q4 		$19.1M Sell
425,657
-8,267
-2% -$351K 7.21% 2
2020
Q3 		$17.3M Buy
433,924
+33,607
+8% +$1.34M 7.28% 3
2020
Q2 		$15.1M Buy
+400,317
New +$14.6M 6.73% 5

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Prism Advisors's DGRO Position: Q3 2026 in Review

Prism Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.03% in Q3 2026, selling an estimated $703 and leaving 28,207 shares worth $2.17M. The position accounts for 0.54% of the portfolio, ranked #37.

Prism Advisors first reported a position in DGRO in Q2 2020 and has held it in 26 quarters since. The position peaked at $24.3M in Q4 2021. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Prism Advisors held 28,207 shares of iShares Core Dividend Growth ETF worth $2.17M as of Q3 2026.
  • Prism Advisors sold 9 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $703.
  • iShares Core Dividend Growth ETF made up 0.54% of Prism Advisors's portfolio in Q3 2026, its #37 holding.
  • Prism Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Prism Advisors's iShares Core Dividend Growth ETF position peaked at $24.3M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.