Tidemark
DGRO icon

Tidemark’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Tidemark’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 		– Sell
-363
Closed -$27.5K – 1129
2026
Q2 		$27.5K Buy
+363
New +$26.8K 0.01% 377
2024
Q2 		– Sell
-18
Closed -$1.04K – 645
2024
Q1 		$1.04K Buy
+18
New +$999 ﹤0.01% 639

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Tidemark's DGRO Position: Q3 2026 in Review

Tidemark sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2026, closing a stake of 363 shares — an estimated $27.5K sold.

Tidemark first reported a position in DGRO in Q1 2024 and held it in 2 quarters. The position peaked at $27.5K in Q2 2026. 902 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Tidemark reported no remaining iShares Core Dividend Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Tidemark sold 363 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $27.5K.
  • Tidemark first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and held it in 2 quarters.
  • Tidemark's iShares Core Dividend Growth ETF position peaked at $27.5K in Q2 2026.
  • 902 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.