Prota Financial
DGRO icon

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

Prota Financial’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 		$8.75M Buy
115,968
+1,853
+2% +$145K 5.59% 4
2026
Q2 		$8.68M Sell
114,115
-39,486
-26% -$2.91M 5.72% 4
2026
Q1 		$10.8M Buy
153,601
+11,351
+8% +$814K 7.81% 2
2025
Q4 		$9.9M Buy
+142,250
New +$9.8M 7.11% 6

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
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 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

Prota Financial's DGRO Position: Q3 2026 in Review

Prota Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q3 2026, buying an estimated $145K and bringing the position to 115,968 shares worth $8.75M. The position accounts for 5.59% of the portfolio, ranked #4.

Prota Financial first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8M in Q1 2026. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Prota Financial held 115,968 shares of iShares Core Dividend Growth ETF worth $8.75M as of Q3 2026.
  • Prota Financial bought 1,853 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $145K.
  • iShares Core Dividend Growth ETF made up 5.59% of Prota Financial's portfolio in Q3 2026, its #4 holding.
  • Prota Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's iShares Core Dividend Growth ETF position peaked at $10.8M in Q1 2026.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.