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

Tompkins 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 Q3	$50.4K	Hold	668	–	–	﹤0.01%	339
2026 Q2	$50.6K	Hold	668	–	–	﹤0.01%	336
2026 Q1	$46.9K	Hold	668	–	–	﹤0.01%	330
2025 Q4	$46.4K	Hold	668	–	–	﹤0.01%	314
2025 Q3	$45.5K	Hold	668	–	–	﹤0.01%	330
2025 Q2	$42.7K	Hold	668	–	–	﹤0.01%	332
2025 Q1	$41.3K	Hold	668	–	–	﹤0.01%	343
2024 Q4	$41K	Buy	+668	New	+$42.1K	﹤0.01%	341

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Tompkins Financial's DGRO Position: Q3 2026 in Review

Tompkins Financial held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 668 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Tompkins Financial first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $50.6K in Q2 2026. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Tompkins Financial held 668 shares of iShares Core Dividend Growth ETF worth $50.4K as of Q3 2026.
Tompkins Financial left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #339 holding.
Tompkins Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
Tompkins Financial's iShares Core Dividend Growth ETF position peaked at $50.6K in Q2 2026.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.