Vericrest Private Wealth
DGRO icon

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

Vericrest Private 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 		– Sell
-2,775
Closed -$210K – 42
2026
Q2 		$210K Buy
+2,775
New +$205K 0.19% 43
2022
Q2 		$955K Buy
20,054
+2,084
+12% +$105K 1.17% 25
2022
Q1 		$960K Buy
17,970
+3,184
+22% +$170K 1% 27
2021
Q4 		$822K Buy
+14,786
New +$789K 0.76% 28

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vericrest Private Wealth's DGRO Position: Q3 2026 in Review

Vericrest Private Wealth sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2026, closing a stake of 2,775 shares — an estimated $210K sold.

Vericrest Private Wealth first reported a position in DGRO in Q4 2021 and held it in 4 quarters. The position peaked at $960K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Vericrest Private Wealth reported no remaining iShares Core Dividend Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Vericrest Private Wealth sold 2,775 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $210K.
  • Vericrest Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 4 quarters.
  • Vericrest Private Wealth's iShares Core Dividend Growth ETF position peaked at $960K in Q1 2022.
  • 1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.