Whelan Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Whelan Financial’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	$567K	Sell	7,524 -14	-0.2%	-$1.09K	0.15%	55
2026 Q2	$571K	Sell	7,538 -49	-0.6%	-$3.62K	0.16%	51
2026 Q1	$532K	Sell	7,587 -425	-5%	-$30.5K	0.17%	51
2025 Q4	$556K	Sell	8,012 -1	-0%	-$69	0.17%	47
2025 Q3	$546K	Sell	8,013 -150	-2%	-$9.9K	0.17%	48
2025 Q2	$522K	Sell	8,163 -18	-0.2%	-$1.1K	0.19%	39
2025 Q1	$505K	Sell	8,181 -204	-2%	-$12.8K	0.2%	33
2024 Q4	$514K	Sell	8,385 -122	-1%	-$7.7K	0.2%	30
2024 Q3	$533K	Hold	8,507	–	–	0.22%	26
2024 Q2	$490K	Sell	8,507 -717	-8%	-$41K	0.22%	27
2024 Q1	$536K	Buy	9,224 +4	+0%	+$222	0.24%	22
2023 Q4	$496K	Buy	+9,220	New	+$468K	0.23%	22

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

Whelan Financial's DGRO Position: Q3 2026 in Review

Whelan Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.19% in Q3 2026, selling an estimated $1.09K and leaving 7,524 shares worth $567K. The position accounts for 0.15% of the portfolio, ranked #55.

Whelan Financial first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $571K in Q2 2026. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Whelan Financial held 7,524 shares of iShares Core Dividend Growth ETF worth $567K as of Q3 2026.
Whelan Financial sold 14 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $1.09K.
iShares Core Dividend Growth ETF made up 0.15% of Whelan Financial's portfolio in Q3 2026, its #55 holding.
Whelan Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
Whelan Financial's iShares Core Dividend Growth ETF position peaked at $571K in Q2 2026.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.