Sweeney & Michel’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sweeney & Michel’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	$29.4M	Buy	390,542 +4,869	+1%	+$380K	7.84%	2
2026 Q2	$30.6M	Buy	385,673 +2,114	+0.6%	+$156K	8.05%	2
2026 Q1	$27.7M	Buy	383,559 +10,019	+3%	+$718K	8.15%	2
2025 Q4	$27.6M	Buy	373,540 +9,005	+2%	+$619K	8.16%	2
2025 Q3	$24.4M	Sell	364,535 -5,173	-1%	-$342K	8.2%	2
2025 Q2	$24M	Buy	369,708 +7,928	+2%	+$483K	8.51%	2
2025 Q1	$20M	Buy	+361,780	New	+$22.7M	8.74%	1
2024 Q3	$21.9M	Sell	342,909 -11,935	-3%	-$719K	8.64%	1
2024 Q2	$20.5M	Buy	354,844 +6,432	+2%	+$367K	8.74%	2
2024 Q1	$20.2M	Buy	+348,412	New	+$19.3M	8.94%	1
2023 Q3	$17.4M	Buy	351,465 +4,708	+1%	+$244K	9.13%	1
2023 Q2	$18.2M	Buy	346,757 +13,657	+4%	+$687K	9.37%	1
2023 Q1	$16.7M	Buy	+333,100	New	+$16.7M	8.91%	1

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

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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Sweeney & Michel's DGRO Position: Q3 2026 in Review

Sweeney & Michel increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q3 2026, buying an estimated $380K and bringing the position to 390,542 shares worth $29.4M. The position accounts for 7.84% of the portfolio, ranked #2.

Sweeney & Michel first reported a position in DGRO in Q1 2023 and has held it in 13 quarters since. The position peaked at $30.6M in Q2 2026. 611 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Sweeney & Michel held 390,542 shares of iShares Core Dividend Growth ETF worth $29.4M as of Q3 2026.
Sweeney & Michel bought 4,869 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $380K.
iShares Core Dividend Growth ETF made up 7.84% of Sweeney & Michel's portfolio in Q3 2026, its #2 holding.
Sweeney & Michel first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core Dividend Growth ETF position peaked at $30.6M in Q2 2026.
611 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.