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

Tandem 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 Q1	$15.9M	Buy	226,014 +653	+0.3%	+$46.8K	7.07%	6
2025 Q4	$16.4M	Sell	225,361 -10,540	-4%	-$725K	7.34%	5
2025 Q3	$16.1M	Sell	235,901 -2,905	-1%	-$192K	7.64%	5
2025 Q2	$15.3M	Buy	238,806 +39,258	+20%	+$2.39M	7.55%	5
2025 Q1	$12.3M	Sell	199,548 -4,913	-2%	-$308K	6.44%	7
2024 Q4	$12.5M	Sell	204,461 -6,850	-3%	-$432K	6.4%	7
2024 Q3	$13.2M	Buy	211,311 +20,213	+11%	+$1.22M	6.71%	5
2024 Q2	$11M	Buy	191,098 +3,199	+2%	+$183K	5.9%	7
2024 Q1	$10.8M	Buy	187,899 +21,205	+13%	+$1.18M	5.96%	6
2023 Q4	$8.97M	Buy	+166,694	New	+$8.45M	5.17%	8
2023 Q1	–	Sell	-736	Closed	-$36.8K	–	51
2022 Q4	$36.8K	Buy	+736	New	+$36.1K	0.02%	63

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tandem Wealth Advisors's DGRO Position: Q1 2026 in Review

Tandem Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.29% in Q1 2026, buying an estimated $46.8K and bringing the position to 226,014 shares worth $15.9M. The position accounts for 7.07% of the portfolio, ranked #6.

Tandem Wealth Advisors first reported a position in DGRO in Q4 2022 and has held it in 11 quarters since. The position peaked at $16.4M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Tandem Wealth Advisors held 226,014 shares of iShares Core Dividend Growth ETF worth $15.9M as of Q1 2026.
Tandem Wealth Advisors bought 653 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $46.8K.
iShares Core Dividend Growth ETF made up 7.07% of Tandem Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Tandem Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 11 quarters since.
Tandem Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $16.4M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.