Waterfront Wealth
DGRO icon

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

Waterfront 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 		$405K Buy
5,118
+4
+0.1% +$312 0.06% 236
2026
Q2 		$394K Buy
5,114
+966
+23% +$71.3K 0.06% 233
2026
Q1 		$291K Sell
4,148
-18
-0.4% -$1.29K 0.05% 243
2025
Q4 		$298K Buy
4,166
+17
+0.4% +$1.17K 0.06% 234
2025
Q3 		$283K Sell
4,149
-99
-2% -$6.54K 0.06% 236
2025
Q2 		$272K Sell
4,248
-112
-3% -$6.83K 0.06% 233
2025
Q1 		$269K Buy
4,360
+114
+3% +$7.14K 0.07% 227
2024
Q4 		$260K Buy
4,246
+50
+1% +$3.15K 0.06% 227
2024
Q3 		$263K Buy
4,196
+1
+0% +$60 0.06% 228
2024
Q2 		$242K Hold
4,195
– – 0.07% 224
2024
Q1 		$236K Hold
4,195
– – 0.07% 229
2023
Q4 		$226K Sell
4,195
-1
-0% -$51 0.07% 230
2023
Q3 		$203K Hold
4,196
– – 0.07% 232
2023
Q2 		$224K Sell
4,196
-688
-14% -$34.6K 0.07% 229
2023
Q1 		$244K Buy
4,884
+137
+3% +$6.88K 0.08% 216
2022
Q4 		$243K Sell
4,747
-68
-1% -$3.34K 0.08% 220
2022
Q3 		$234K Buy
+4,815
New +$237K 0.09% 218

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Waterfront Wealth's DGRO Position: Q3 2026 in Review

Waterfront Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.08% in Q3 2026, buying an estimated $312 and bringing the position to 5,118 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #236.

Waterfront Wealth first reported a position in DGRO in Q3 2022 and has held it in 17 quarters since. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Waterfront Wealth held 5,118 shares of iShares Core Dividend Growth ETF worth $405K as of Q3 2026.
  • Waterfront Wealth bought 4 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $312.
  • iShares Core Dividend Growth ETF made up 0.06% of Waterfront Wealth's portfolio in Q3 2026, its #236 holding.
  • Waterfront Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.