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

Unique Wealth’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	$753K	Buy	+9,986	New	+$780K	0.09%	115

Other funds holding DGRO

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Unique Wealth's DGRO Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 9,986 shares worth $753K. The stake represents 0.09% of the portfolio and ranks #115 among its holdings.

267 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Unique Wealth held 9,986 shares of iShares Core Dividend Growth ETF worth $753K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Unique Wealth position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.09% of Unique Wealth's portfolio in Q3 2026, its #115 holding.
267 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.