TF
DGRO icon

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

Tandem Financial’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
Q1 		$573K Buy
+8,171
New +$586K 0.18% 69
2025
Q4 		– Sell
-5,345
Closed -$364K – 63
2025
Q3 		$364K Buy
+5,345
New +$353K 0.14% 74

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tandem Financial's DGRO Position: Q1 2026 in Review

Tandem Financial opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 8,171 shares worth $573K. The stake represents 0.18% of the portfolio and ranks #69 among its holdings. This is a return to the name: Tandem Financial previously reported a position in DGRO as recently as Q3 2025.

Tandem Financial first reported a position in DGRO in Q3 2025 and has held it in 2 quarters since. 1,313 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Tandem Financial held 8,171 shares of iShares Core Dividend Growth ETF worth $573K as of Q1 2026.
  • iShares Core Dividend Growth ETF was a new Tandem Financial position in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.18% of Tandem Financial's portfolio in Q1 2026, its #69 holding.
  • Tandem Financial first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,313 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.