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

Root Financial Partners’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	$941K	Buy	12,488 +45	+0.4%	+$3.51K	0.03%	146
2026 Q2	$943K	Buy	12,443 +811	+7%	+$59.8K	0.04%	127
2026 Q1	$816K	Sell	11,632 -1,873	-14%	-$134K	0.04%	116
2025 Q4	$938K	Buy	13,505 +1,772	+15%	+$122K	0.05%	103
2025 Q3	$799K	Buy	11,733 +8,117	+224%	+$536K	0.05%	97
2025 Q2	$231K	Buy	+3,616	New	+$220K	0.02%	224
2025 Q1	–	Sell	-5,554	Closed	-$341K	–	214
2024 Q4	$341K	Buy	+5,554	New	+$350K	0.04%	143

Other funds holding DGRO

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

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

First Business Financial Services Madison, Wisconsin $1.28B AUM 18.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Root Financial Partners's DGRO Position: Q3 2026 in Review

Root Financial Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.36% in Q3 2026, buying an estimated $3.51K and bringing the position to 12,488 shares worth $941K. The position accounts for 0.03% of the portfolio, ranked #146.

Root Financial Partners first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $943K in Q2 2026. 636 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Root Financial Partners held 12,488 shares of iShares Core Dividend Growth ETF worth $941K as of Q3 2026.
Root Financial Partners bought 45 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $3.51K.
iShares Core Dividend Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #146 holding.
Root Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's iShares Core Dividend Growth ETF position peaked at $943K in Q2 2026.
636 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.