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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74.8K Buy
+1,066
New +$76.4K 0.02% 337
2025
Q3
Sell
-212
Closed -$13.9K 654
2025
Q2
$13.9K Buy
+212
New +$12.9K ﹤0.01% 758

Other funds holding DGRO

Twin Peaks Wealth Advisors's DGRO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 1,066 shares worth $74.8K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DGRO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DGRO in Q2 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,066 shares of iShares Core Dividend Growth ETF worth $74.8K as of Q1 2026.
  • iShares Core Dividend Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #337 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.