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

Professional Financial 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	$8.81M	Buy	116,831 +1,539	+1%	+$120K	1.5%	10
2026 Q2	$8.74M	Buy	115,292 +5,964	+5%	+$440K	1.51%	10
2026 Q1	$7.67M	Buy	109,328 +6,654	+6%	+$477K	1.56%	10
2025 Q4	$7.13M	Buy	102,674 +489	+0.5%	+$33.6K	1.46%	10
2025 Q3	$6.96M	Buy	102,185 +2,161	+2%	+$143K	1.46%	10
2025 Q2	$6.4M	Buy	100,024 +4,243	+4%	+$259K	1.48%	8
2025 Q1	$5.92M	Buy	95,781 +3,893	+4%	+$244K	1.5%	10
2024 Q4	$5.64M	Buy	91,888 +36	+0%	+$2.27K	1.44%	9
2024 Q3	$5.76M	Buy	91,852 +802	+0.9%	+$48.3K	1.49%	8
2024 Q2	$5.25M	Buy	91,050 +2,675	+3%	+$153K	1.45%	8
2024 Q1	$5.13M	Buy	88,375 +3,926	+5%	+$218K	1.47%	8
2023 Q4	$4.55M	Buy	84,449 +886	+1%	+$44.9K	1.5%	10
2023 Q3	$4.14M	Buy	83,563 +949	+1%	+$49.1K	1.87%	9
2023 Q2	$4.26M	Sell	82,614 -64,797	-44%	-$3.26M	2.2%	8
2023 Q1	$7.87M	Buy	147,411 +47,383	+47%	+$2.38M	4.65%	4
2022 Q4	$5M	Buy	100,028 +3,374	+3%	+$166K	3.39%	3
2022 Q3	$4.3M	Sell	96,654 -213	-0.2%	-$10.5K	2.65%	6
2022 Q2	$4.62M	Sell	96,867 -50,544	-34%	-$2.55M	2.58%	6
2022 Q1	$7.87M	Sell	147,411 -6,363	-4%	-$340K	3.4%	5
2021 Q4	$8.55M	Buy	153,774 +32,271	+27%	+$1.72M	3.69%	5
2021 Q3	$6.1M	Buy	121,503 +6,815	+6%	+$353K	3.5%	4
2021 Q2	$5.76M	Buy	114,688 +5,854	+5%	+$294K	3.17%	5
2021 Q1	$5.25M	Buy	108,834 +47,935	+79%	+$2.22M	3.26%	6
2020 Q4	$2.73M	Buy	60,899 +4,654	+8%	+$198K	2.15%	11
2020 Q3	$2.19M	Buy	56,245 +3,867	+7%	+$154K	2.04%	11
2020 Q2	$1.97M	Buy	52,378 +7,838	+18%	+$285K	2.58%	9
2020 Q1	$1.62M	Sell	44,540 -9,002	-17%	-$352K	2.93%	9
2019 Q4	$2.25M	Buy	+53,542	New	+$2.17M	2.14%	14

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

SFGP

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

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

FWA

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Professional Financial Advisors's DGRO Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q3 2026, buying an estimated $120K and bringing the position to 116,831 shares worth $8.81M. The position accounts for 1.5% of the portfolio, ranked #10.

Professional Financial Advisors first reported a position in DGRO in Q4 2019 and has held it in 28 quarters since. 168 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Professional Financial Advisors held 116,831 shares of iShares Core Dividend Growth ETF worth $8.81M as of Q3 2026.
Professional Financial Advisors bought 1,539 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $120K.
iShares Core Dividend Growth ETF made up 1.5% of Professional Financial Advisors's portfolio in Q3 2026, its #10 holding.
Professional Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 28 quarters since.
168 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.