RVW Wealth
DGRO icon

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

RVW Wealth’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 		$4.03M Sell
53,408
-1,140
-2% -$89K 0.26% 50
2026
Q2 		$4.13M Sell
54,548
-734
-1% -$54.2K 0.27% 46
2026
Q1 		$3.88M Sell
55,282
-299
-0.5% -$21.4K 0.3% 44
2025
Q4 		$3.86M Sell
55,581
-5,340
-9% -$367K 0.29% 43
2025
Q3 		$4.15M Sell
60,921
-772
-1% -$51K 0.32% 42
2025
Q2 		$3.94M Buy
61,693
+58,049
+1,593% +$3.54M 0.33% 41
2025
Q1 		$225K Sell
3,644
-119
-3% -$7.46K 0.02% 152
2024
Q4 		$231K Sell
3,763
-8,043
-68% -$507K 0.02% 134
2024
Q3 		$740K Sell
11,806
-2
-0% -$121 0.07% 74
2024
Q2 		$680K Hold
11,808
– – 0.07% 75
2024
Q1 		$686K Buy
11,808
+1,307
+12% +$72.6K 0.07% 79
2023
Q4 		$565K Sell
10,501
-643
-6% -$32.6K 0.06% 87
2023
Q3 		$552K Hold
11,144
– – 0.07% 86
2023
Q2 		$574K Sell
11,144
-1,302
-10% -$65.5K 0.07% 91
2023
Q1 		$622K Sell
12,446
-8,055
-39% -$404K 0.08% 87
2022
Q4 		$1.03M Sell
20,501
-42,990
-68% -$2.11M 0.13% 75
2022
Q3 		$2.82M Buy
63,491
+39,050
+160% +$1.92M 0.4% 47
2022
Q2 		$1.16M Buy
24,441
+13,396
+121% +$675K 0.16% 72
2022
Q1 		$590K Hold
11,045
– – 0.07% 86
2021
Q4 		$614K Sell
11,045
-1,106
-9% -$59K 0.07% 84
2021
Q3 		$1M Buy
12,151
+1,106
+10% +$57.3K 0.12% 64
2021
Q2 		$1M Buy
11,045
+126
+1% +$6.32K 0.13% 60
2021
Q1 		$1M Hold
10,919
– – 0.13% 67
2020
Q4 		$1M Hold
10,919
– – 0.15% 60
2020
Q3 		$434K Hold
10,919
– – 0.07% 76
2020
Q2 		$411K Buy
10,919
+3,931
+56% +$143K 0.08% 76
2020
Q1 		$228K Buy
6,988
+830
+13% +$32.5K 0.05% 87
2019
Q4 		$259K Buy
6,158
+94
+2% +$3.8K 0.06% 70
2019
Q3 		$237K Hold
6,064
– – 0.06% 74
2019
Q2 		$232K Hold
6,064
– – 0.06% 59
2019
Q1 		$223K Buy
+6,064
New +$216K 0.06% 59

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

RVW Wealth's DGRO Position: Q3 2026 in Review

RVW Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q3 2026, selling an estimated $89K and leaving 53,408 shares worth $4.03M. The position accounts for 0.26% of the portfolio, ranked #50.

RVW Wealth first reported a position in DGRO in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.15M in Q3 2025. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • RVW Wealth held 53,408 shares of iShares Core Dividend Growth ETF worth $4.03M as of Q3 2026.
  • RVW Wealth sold 1,140 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $89K.
  • iShares Core Dividend Growth ETF made up 0.26% of RVW Wealth's portfolio in Q3 2026, its #50 holding.
  • RVW Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's iShares Core Dividend Growth ETF position peaked at $4.15M in Q3 2025.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.