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

Toth Financial Advisory’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 		$151K Hold
2,005
– – 0.02% 255
2026
Q2 		$152K Sell
2,005
-30
-1% -$2.21K 0.01% 256
2026
Q1 		$143K Buy
+2,035
New +$146K 0.02% 241

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Toth Financial Advisory's DGRO Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 2,005 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #255.

Toth Financial Advisory first reported a position in DGRO in Q1 2026 and has held it in 3 quarters since. The position peaked at $152K in Q2 2026. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Toth Financial Advisory held 2,005 shares of iShares Core Dividend Growth ETF worth $151K as of Q3 2026.
  • Toth Financial Advisory left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #255 holding.
  • Toth Financial Advisory first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares Core Dividend Growth ETF position peaked at $152K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.