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

River Wealth 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	$811K	Sell	10,761 -754	-7%	-$58.9K	0.09%	113
2026 Q2	$873K	Sell	11,515 -680	-6%	-$50.2K	0.09%	119
2026 Q1	$856K	Hold	12,195	–	–	0.1%	117
2025 Q4	$847K	Sell	12,195 -1,007	-8%	-$69.2K	0.09%	118
2025 Q3	$899K	Buy	13,202 +5,102	+63%	+$337K	0.11%	119
2025 Q2	$518K	Sell	8,100 -250	-3%	-$15.2K	0.06%	151
2025 Q1	$516K	Sell	8,350 -350	-4%	-$21.9K	0.07%	147
2024 Q4	$534K	Sell	8,700 -559	-6%	-$35.3K	0.07%	149
2024 Q3	$580K	Sell	9,259 -800	-8%	-$48.2K	0.08%	141
2024 Q2	$579K	Buy	10,059 +1,480	+17%	+$84.5K	0.08%	132
2024 Q1	$498K	Hold	8,579	–	–	0.07%	142
2023 Q4	$462K	Buy	+8,579	New	+$435K	0.07%	146

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

River Wealth Advisors's DGRO Position: Q3 2026 in Review

River Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.5% in Q3 2026, selling an estimated $58.9K and leaving 10,761 shares worth $811K. The position accounts for 0.09% of the portfolio, ranked #113.

River Wealth Advisors first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $899K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

River Wealth Advisors held 10,761 shares of iShares Core Dividend Growth ETF worth $811K as of Q3 2026.
River Wealth Advisors sold 754 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $58.9K.
iShares Core Dividend Growth ETF made up 0.09% of River Wealth Advisors's portfolio in Q3 2026, its #113 holding.
River Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
River Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $899K in Q3 2025.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.