RDA Financial Network
DGRO icon

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

RDA Financial Network’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 		$438K Buy
5,816
+60
+1% +$4.68K 0.1% 159
2026
Q2 		$436K Buy
5,756
+16
+0.3% +$1.18K 0.1% 182
2026
Q1 		$403K Sell
5,740
-73
-1% -$5.23K 0.1% 185
2025
Q4 		$404K Sell
5,813
-2,708
-32% -$186K 0.1% 176
2025
Q3 		$580K Sell
8,521
-6,110
-42% -$404K 0.14% 137
2025
Q2 		$935K Buy
14,631
+9,386
+179% +$572K 0.25% 105
2025
Q1 		$324K Sell
5,245
-1,470
-22% -$92.1K 0.1% 182
2024
Q4 		$412K Sell
6,715
-1,339
-17% -$84.5K 0.12% 153
2024
Q3 		$505K Buy
8,054
+2,122
+36% +$128K 0.16% 139
2024
Q2 		$342K Sell
5,932
-80
-1% -$4.57K 0.11% 167
2024
Q1 		$349K Sell
6,012
-70
-1% -$3.89K 0.12% 164
2023
Q4 		$327K Sell
6,082
-518
-8% -$26.3K 0.12% 165
2023
Q3 		$327K Sell
6,600
-904
-12% -$46.8K 0.14% 151
2023
Q2 		$387K Buy
7,504
+176
+2% +$8.85K 0.16% 132
2023
Q1 		$366K Buy
7,328
+228
+3% +$11.4K 0.17% 133
2022
Q4 		$355K Buy
7,100
+1,474
+26% +$72.4K 0.18% 134
2022
Q3 		$250K Buy
5,626
+189
+3% +$9.3K 0.14% 158
2022
Q2 		$259K Buy
5,437
+1,679
+45% +$84.7K 0.13% 159
2022
Q1 		$201K Buy
3,758
+98
+3% +$5.23K 0.08% 213
2021
Q4 		$203K Buy
+3,660
New +$195K 0.08% 209

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

RDA Financial Network's DGRO Position: Q3 2026 in Review

RDA Financial Network increased its iShares Core Dividend Growth ETF (DGRO) stake by 1% in Q3 2026, buying an estimated $4.68K and bringing the position to 5,816 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #159.

RDA Financial Network first reported a position in DGRO in Q4 2021 and has held it in 20 quarters since. The position peaked at $935K in Q2 2025. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • RDA Financial Network held 5,816 shares of iShares Core Dividend Growth ETF worth $438K as of Q3 2026.
  • RDA Financial Network bought 60 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $4.68K.
  • iShares Core Dividend Growth ETF made up 0.1% of RDA Financial Network's portfolio in Q3 2026, its #159 holding.
  • RDA Financial Network first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • RDA Financial Network's iShares Core Dividend Growth ETF position peaked at $935K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.