Ancora Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ancora Advisors’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	$1.05M	Sell	15,001 -4,971	-25%	-$356K	0.02%	398
2025 Q4	$1.39M	Buy	19,972 +7,791	+64%	+$536K	0.03%	350
2025 Q3	$829K	Buy	12,181 +2,678	+28%	+$177K	0.02%	454
2025 Q2	$608K	Buy	9,503 +4	+0%	+$244	0.01%	493
2025 Q1	$587K	Buy	9,499 +402	+4%	+$25.2K	0.01%	487
2024 Q4	$558K	Buy	9,097 +181	+2%	+$11.4K	0.01%	496
2024 Q3	$559K	Buy	8,916 +5,580	+167%	+$336K	0.01%	483
2024 Q2	$192K	Hold	3,336	–	–	﹤0.01%	667
2024 Q1	$194K	Hold	3,336	–	–	﹤0.01%	683
2023 Q4	$180K	Sell	3,336 -715	-18%	-$36.3K	﹤0.01%	690
2023 Q3	$201K	Buy	4,051 +530	+15%	+$27.4K	0.01%	661
2023 Q2	$181K	Sell	3,521 -44	-1%	-$2.21K	﹤0.01%	673
2023 Q1	$178K	Buy	3,565 +411	+13%	+$20.6K	0.01%	673
2022 Q4	$158K	Buy	3,154 +261	+9%	+$12.8K	﹤0.01%	725
2022 Q3	$129K	Hold	2,893	–	–	﹤0.01%	835
2022 Q2	$138K	Buy	2,893 +512	+22%	+$25.8K	﹤0.01%	864
2022 Q1	$127K	Sell	2,381 -44	-2%	-$2.35K	﹤0.01%	945
2021 Q4	$135K	Buy	2,425 +44	+2%	+$2.35K	﹤0.01%	930
2021 Q3	$120K	Hold	2,381	–	–	﹤0.01%	923
2021 Q2	$120K	Hold	2,381	–	–	﹤0.01%	861
2021 Q1	$115K	Sell	2,381 -390	-14%	-$18K	﹤0.01%	841
2020 Q4	$124K	Hold	2,771	–	–	﹤0.01%	712
2020 Q3	$110K	Sell	2,771 -2,034	-42%	-$80.8K	﹤0.01%	709
2020 Q2	$181K	Hold	4,805	–	–	0.01%	605
2020 Q1	$157K	Buy	4,805 +2,839	+144%	+$111K	0.01%	690
2019 Q4	$83K	Buy	+1,966	New	+$79.5K	﹤0.01%	808
2018 Q4	–	Sell	-1,796	Closed	-$67K	–	746
2018 Q3	$67K	Buy	+1,796	New	+$65.3K	﹤0.01%	834

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

Ancora Advisors's DGRO Position: Q1 2026 in Review

Ancora Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q1 2026, selling an estimated $356K and leaving 15,001 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #398.

Ancora Advisors first reported a position in DGRO in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Ancora Advisors held 15,001 shares of iShares Core Dividend Growth ETF worth $1.05M as of Q1 2026.
Ancora Advisors sold 4,971 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $356K.
iShares Core Dividend Growth ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #398 holding.
Ancora Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2018 and has held it in 27 quarters since.
Ancora Advisors's iShares Core Dividend Growth ETF position peaked at $1.39M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.