Wedmont Private Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wedmont Private Capital’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	$2.85M	Buy	37,109 +1,318	+4%	+$103K	0.07%	157
2026 Q2	$2.76M	Sell	35,791 -1,448	-4%	-$107K	0.08%	139
2026 Q1	$2.68M	Buy	37,239 +155	+0.4%	+$11.1K	0.09%	134
2025 Q4	$2.6M	Buy	37,084 +7,739	+26%	+$532K	0.09%	134
2025 Q3	$2.01M	Buy	29,345 +4,552	+18%	+$301K	0.07%	164
2025 Q2	$1.61M	Buy	24,793 +12,305	+99%	+$750K	0.07%	185
2025 Q1	$729K	Buy	12,488 +196	+2%	+$12.3K	0.04%	284
2024 Q4	$743K	Buy	12,292 +1,526	+14%	+$96.3K	0.04%	283
2024 Q3	$670K	Sell	10,766 -15	-0.1%	-$904	0.04%	294
2024 Q2	$636K	Buy	10,781 +2,809	+35%	+$160K	0.04%	287
2024 Q1	$457K	Hold	7,972	–	–	0.03%	341
2023 Q4	$431K	Buy	7,972 +155	+2%	+$7.86K	0.04%	342
2023 Q3	$386K	Hold	7,817	–	–	0.04%	313
2023 Q2	$404K	Sell	7,817 -2,906	-27%	-$146K	0.04%	300
2023 Q1	$539K	Buy	10,723 +2,905	+37%	+$146K	0.07%	206
2022 Q4	$398K	Buy	7,818 +280	+4%	+$13.7K	0.06%	265
2022 Q3	$335K	Buy	7,538 +252	+3%	+$12.4K	0.07%	227
2022 Q2	$347K	Hold	7,286	–	–	0.07%	205
2022 Q1	$390K	Hold	7,286	–	–	0.09%	178
2021 Q4	$405K	Buy	+7,286	New	+$389K	0.12%	132

Other funds holding DGRO

SFGP

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

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Wedmont Private Capital's DGRO Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.7% in Q3 2026, buying an estimated $103K and bringing the position to 37,109 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #157.

Wedmont Private Capital first reported a position in DGRO in Q4 2021 and has held it in 20 quarters since. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Wedmont Private Capital held 37,109 shares of iShares Core Dividend Growth ETF worth $2.85M as of Q3 2026.
Wedmont Private Capital bought 1,318 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $103K.
iShares Core Dividend Growth ETF made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #157 holding.
Wedmont Private Capital first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 20 quarters since.
79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.