Advocacy Wealth Management Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Advocacy Wealth Management Services’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 Q1	$750K	Sell	10,689 -903	-8%	-$64.7K	0.03%	113
2025 Q4	$805K	Sell	11,592 -72	-0.6%	-$4.95K	0.03%	108
2025 Q3	$794K	Buy	+11,664	New	+$771K	0.03%	112
2024 Q4	–	Sell	-22,135	Closed	-$1.39M	–	54
2024 Q3	$1.39M	Sell	22,135 -2,836	-11%	-$171K	0.11%	38
2024 Q2	$1.44M	Sell	24,971 -7,253	-23%	-$414K	0.12%	38
2024 Q1	$1.87M	Sell	32,224 -152,981	-83%	-$8.49M	0.16%	40
2023 Q4	$9.97M	Sell	185,205 -947,319	-84%	-$48M	0.95%	24
2023 Q3	$56.1M	Buy	1,132,524 +41,083	+4%	+$2.13M	6.24%	10
2023 Q2	$56.2M	Buy	1,091,441 +44,723	+4%	+$2.25M	6.43%	9
2023 Q1	$52.3M	Buy	+1,046,718	New	+$52.6M	6.35%	10
2022 Q4	–	Sell	-221	Closed	-$10K	–	60
2022 Q3	$10K	Hold	221	–	–	﹤0.01%	95
2022 Q2	$11K	Hold	221	–	–	﹤0.01%	98
2022 Q1	$12K	Hold	221	–	–	﹤0.01%	104
2021 Q4	$12K	Hold	221	–	–	﹤0.01%	118
2021 Q3	$11K	Hold	221	–	–	﹤0.01%	117
2021 Q2	$11K	Hold	221	–	–	﹤0.01%	133
2021 Q1	$11K	Hold	221	–	–	﹤0.01%	117
2020 Q4	$10K	Hold	221	–	–	﹤0.01%	117
2020 Q3	$9K	Sell	221 -307	-58%	-$12.2K	﹤0.01%	116
2020 Q2	$20K	Hold	528	–	–	﹤0.01%	83
2020 Q1	$16K	Hold	528	–	–	﹤0.01%	83
2019 Q4	$22K	Sell	528 -19	-3%	-$769	0.01%	92
2019 Q3	$21K	Buy	+547	New	+$21.1K	0.01%	91

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services's DGRO Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7.8% in Q1 2026, selling an estimated $64.7K and leaving 10,689 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #113.

Advocacy Wealth Management Services first reported a position in DGRO in Q3 2019 and has held it in 23 quarters since. The position peaked at $56.2M in Q2 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Advocacy Wealth Management Services held 10,689 shares of iShares Core Dividend Growth ETF worth $750K as of Q1 2026.
Advocacy Wealth Management Services sold 903 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $64.7K.
iShares Core Dividend Growth ETF made up 0.03% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #113 holding.
Advocacy Wealth Management Services first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 23 quarters since.
Advocacy Wealth Management Services's iShares Core Dividend Growth ETF position peaked at $56.2M in Q2 2023.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.