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

Apollon Wealth Management’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	$1.77M	Sell	23,416 -2,484	-10%	-$183K	0.02%	524
2026 Q1	$1.82M	Sell	25,900 -945	-4%	-$67.8K	0.03%	414
2025 Q4	$1.86M	Buy	26,845 +473	+2%	+$32.5K	0.03%	385
2025 Q3	$1.8M	Sell	26,372 -181	-0.7%	-$12K	0.03%	406
2025 Q2	$1.7M	Sell	26,553 -116	-0.4%	-$7.07K	0.03%	401
2025 Q1	$1.65M	Buy	26,669 +2,193	+9%	+$137K	0.04%	369
2024 Q4	$1.5M	Buy	24,476 +5,054	+26%	+$319K	0.03%	404
2024 Q3	$1.22M	Sell	19,422 -1,376	-7%	-$82.9K	0.03%	422
2024 Q2	$1.2M	Sell	20,798 -2,880	-12%	-$165K	0.04%	412
2024 Q1	$1.37M	Buy	23,678 +1,045	+5%	+$58K	0.04%	375
2023 Q4	$1.22M	Buy	22,633 +11,603	+105%	+$588K	0.04%	390
2023 Q3	$546K	Buy	11,030 +40	+0.4%	+$2.07K	0.03%	529
2023 Q2	$566K	Buy	+10,990	New	+$553K	0.03%	556
2022 Q1	–	Sell	-3,611	Closed	-$201K	–	776
2021 Q4	$201K	Buy	+3,611	New	+$193K	0.02%	707
2021 Q1	–	Sell	-15,003	Closed	-$672K	–	344
2020 Q4	$672K	Buy	+15,003	New	+$638K	0.18%	108

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

Apollon Wealth Management's DGRO Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 9.6% in Q2 2026, selling an estimated $183K and leaving 23,416 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #524.

Apollon Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Apollon Wealth Management held 23,416 shares of iShares Core Dividend Growth ETF worth $1.77M as of Q2 2026.
Apollon Wealth Management sold 2,484 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $183K.
iShares Core Dividend Growth ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #524 holding.
Apollon Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 15 quarters since.
Apollon Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.86M in Q4 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.