Alliance Wealth Advisors (Pennsylvania)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 Q2	$30.4M	Buy	401,517 +11,902	+3%	+$878K	9.89%	1
2026 Q1	$27.3M	Buy	389,615 +2,685	+0.7%	+$193K	11.97%	1
2025 Q4	$26.9M	Buy	386,930 +16,772	+5%	+$1.15M	11.68%	1
2025 Q3	$25.2M	Buy	370,158 +7,093	+2%	+$469K	11.3%	1
2025 Q2	$23.2M	Buy	363,065 +12,539	+4%	+$765K	11.87%	2
2025 Q1	$21.7M	Buy	350,526 +11,580	+3%	+$726K	12.28%	2
2024 Q4	$20.8M	Buy	338,946 +11,211	+3%	+$707K	11.62%	2
2024 Q3	$20.5M	Buy	327,735 +10,628	+3%	+$641K	11.73%	2
2024 Q2	$18.3M	Buy	317,107 +1,152	+0.4%	+$65.8K	11.5%	2
2024 Q1	$18.3M	Buy	315,955 +11,276	+4%	+$626K	11.56%	2
2023 Q4	$16.4M	Buy	304,679 +5,716	+2%	+$290K	10.84%	2
2023 Q3	$14.8M	Buy	298,963 +4,655	+2%	+$241K	10.71%	2
2023 Q2	$15.2M	Buy	294,308 +6,119	+2%	+$308K	10.78%	1
2023 Q1	$14.4M	Buy	288,189 +1,682	+0.6%	+$84.5K	10.8%	2
2022 Q4	$14.3M	Buy	286,507 +7,740	+3%	+$380K	11.93%	1
2022 Q3	$12.4M	Buy	278,767 +5,907	+2%	+$291K	11.54%	1
2022 Q2	$13M	Buy	272,860 +6,645	+2%	+$335K	11.24%	1
2022 Q1	$14.2M	Buy	266,215 +35,133	+15%	+$1.88M	11.79%	1
2021 Q4	$12.8M	Buy	231,082 +12,903	+6%	+$689K	10.46%	1
2021 Q3	$11M	Buy	218,179 +16,816	+8%	+$871K	9.71%	1
2021 Q2	$10.1M	Buy	201,363 +16,337	+9%	+$820K	9.12%	1
2021 Q1	$8.93M	Buy	185,026 +42,275	+30%	+$1.95M	8.81%	1
2020 Q4	$6.4M	Buy	+142,751	New	+$6.07M	6.71%	1

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s DGRO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.1% in Q2 2026, buying an estimated $878K and bringing the position to 401,517 shares worth $30.4M. The position accounts for 9.89% of the portfolio, ranked #1.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 401,517 shares of iShares Core Dividend Growth ETF worth $30.4M as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) bought 11,902 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $878K.
iShares Core Dividend Growth ETF made up 9.89% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #1 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.