Alliance Wealth Management Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Alliance Wealth Management Group’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	$2.12M	Buy	30,257 +1,931	+7%	+$138K	0.46%	36
2025 Q4	$1.97M	Buy	28,326 +1,703	+6%	+$117K	0.43%	37
2025 Q3	$1.81M	Buy	26,623 +6,755	+34%	+$446K	0.4%	39
2025 Q2	$1.27M	Sell	19,868 -657	-3%	-$40.1K	0.32%	39
2025 Q1	$1.27M	Buy	20,525 +1,449	+8%	+$90.8K	0.34%	39
2024 Q4	$1.17M	Buy	19,076 +417	+2%	+$26.3K	0.31%	42
2024 Q3	$1.17M	Buy	18,659 +1,216	+7%	+$73.3K	0.31%	42
2024 Q2	$1M	Buy	17,443 +962	+6%	+$55K	0.29%	44
2024 Q1	$957K	Buy	16,481 +4,557	+38%	+$253K	0.28%	45
2023 Q4	$642K	Buy	+11,924	New	+$605K	0.2%	47
2023 Q2	$500K	Buy	9,713 +2,100	+28%	+$106K	0.16%	49
2023 Q1	$381K	Buy	7,613 +962	+14%	+$48.3K	0.13%	57
2022 Q4	$333K	Buy	6,651 +1,169	+21%	+$57.4K	0.12%	57
2022 Q3	$244K	Sell	5,482 -322	-6%	-$15.8K	0.09%	60
2022 Q2	$276K	Buy	+5,804	New	+$293K	0.1%	56

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

Alliance Wealth Management Group's DGRO Position: Q1 2026 in Review

Alliance Wealth Management Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 6.8% in Q1 2026, buying an estimated $138K and bringing the position to 30,257 shares worth $2.12M. The position accounts for 0.46% of the portfolio, ranked #36.

Alliance Wealth Management Group first reported a position in DGRO in Q2 2022 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Alliance Wealth Management Group held 30,257 shares of iShares Core Dividend Growth ETF worth $2.12M as of Q1 2026.
Alliance Wealth Management Group bought 1,931 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $138K.
iShares Core Dividend Growth ETF made up 0.46% of Alliance Wealth Management Group's portfolio in Q1 2026, its #36 holding.
Alliance Wealth Management Group first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 15 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.