Triad Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Triad Wealth Partners’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 Q2	$816K	Buy	10,426 +3,793	+57%	+$280K	0.05%	229
2026 Q1	$466K	Buy	6,633 +300	+5%	+$21.5K	0.04%	287
2025 Q4	$440K	Sell	6,333 -7,042	-53%	-$484K	0.04%	290
2025 Q3	$911K	Buy	+13,375	New	+$884K	0.12%	126

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Triad Wealth Partners's DGRO Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 57% in Q2 2026, buying an estimated $280K and bringing the position to 10,426 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #229.

Triad Wealth Partners first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $911K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Triad Wealth Partners held 10,426 shares of iShares Core Dividend Growth ETF worth $816K as of Q2 2026.
Triad Wealth Partners bought 3,793 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $280K.
iShares Core Dividend Growth ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #229 holding.
Triad Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
Triad Wealth Partners's iShares Core Dividend Growth ETF position peaked at $911K in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.