WBH Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WBH Advisory’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	$3.71M	Buy	49,199 +32	+0.1%	+$2.5K	0.25%	80
2026 Q2	$3.73M	Buy	49,167 +698	+1%	+$51.5K	0.25%	83
2026 Q1	$3.4M	Buy	48,469 +1,878	+4%	+$135K	0.25%	80
2025 Q4	$3.23M	Sell	46,591 -13,225	-22%	-$909K	0.24%	79
2025 Q3	$4.07M	Sell	59,816 -43,238	-42%	-$2.86M	0.31%	65
2025 Q2	$6.59M	Buy	103,054 +64,034	+164%	+$3.9M	0.56%	43
2025 Q1	$2.41M	Sell	39,020 -27,976	-42%	-$1.75M	0.22%	77
2024 Q4	$4.11M	Sell	66,996 -15,966	-19%	-$1.01M	0.38%	58
2024 Q3	$5.2M	Buy	82,962 +43,814	+112%	+$2.64M	0.49%	49
2024 Q2	$2.26M	Sell	39,148 -1,323	-3%	-$75.6K	0.23%	77
2024 Q1	$2.35M	Sell	40,471 -1,283	-3%	-$71.2K	0.24%	79
2023 Q4	$2.25M	Sell	41,754 -26,226	-39%	-$1.33M	0.25%	74
2023 Q3	$3.37M	Sell	67,980 -22,208	-25%	-$1.15M	0.41%	60
2023 Q2	$4.65M	Buy	90,188 +10,151	+13%	+$511K	0.55%	50
2023 Q1	$4M	Buy	+80,037	New	+$4.02M	0.5%	52
2022 Q3	$4.67M	Buy	104,976 +33,265	+46%	+$1.64M	0.67%	43
2022 Q2	$3.45M	Buy	71,711 +11,349	+19%	+$572K	0.46%	53
2022 Q1	$3.15M	Buy	60,362 +27,579	+84%	+$1.47M	0.39%	64
2021 Q4	$1.82M	Buy	32,783 +1,122	+4%	+$59.9K	0.21%	98
2021 Q3	$1.59M	Buy	31,661 +946	+3%	+$49K	0.21%	101
2021 Q2	$1.58M	Buy	30,715 +3,730	+14%	+$187K	0.23%	91
2021 Q1	$1.3M	Buy	26,985 +1,912	+8%	+$88.4K	0.21%	98
2020 Q4	$1.15M	Buy	25,073 +245	+1%	+$10.4K	0.2%	101
2020 Q3	$988K	Buy	24,828 +9,988	+67%	+$397K	0.2%	103
2020 Q2	$557K	Buy	14,840 +6,414	+76%	+$233K	0.13%	142
2020 Q1	$274K	Sell	8,426 -47	-0.6%	-$1.84K	0.06%	181
2019 Q4	$356K	Buy	8,473 +2,259	+36%	+$91.4K	0.07%	184
2019 Q3	$243K	Buy	+6,214	New	+$239K	0.05%	220

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WBH Advisory's DGRO Position: Q3 2026 in Review

WBH Advisory increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.07% in Q3 2026, buying an estimated $2.5K and bringing the position to 49,199 shares worth $3.71M. The position accounts for 0.25% of the portfolio, ranked #80.

WBH Advisory first reported a position in DGRO in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.59M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

WBH Advisory held 49,199 shares of iShares Core Dividend Growth ETF worth $3.71M as of Q3 2026.
WBH Advisory bought 32 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.5K.
iShares Core Dividend Growth ETF made up 0.25% of WBH Advisory's portfolio in Q3 2026, its #80 holding.
WBH Advisory first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 28 quarters since.
WBH Advisory's iShares Core Dividend Growth ETF position peaked at $6.59M in Q2 2025.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.