Atlas Private Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atlas Private Wealth 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	$11.9M	Buy	168,934 +4,076	+2%	+$292K	2.79%	11
2025 Q4	$11.4M	Buy	164,858 +10,918	+7%	+$751K	2.67%	13
2025 Q3	$10.5M	Sell	153,940 -183,891	-54%	-$12.2M	2.57%	12
2025 Q2	$21.6M	Sell	337,831 -4,582	-1%	-$279K	2.78%	10
2025 Q1	$21.2M	Buy	342,413 +35,998	+12%	+$2.26M	2.95%	11
2024 Q4	$18.8M	Buy	306,415 +36,905	+14%	+$2.33M	2.67%	10
2024 Q3	$16.9M	Buy	269,510 +15,180	+6%	+$915K	2.45%	12
2024 Q2	$14.7M	Buy	254,330 +133,451	+110%	+$7.62M	2.38%	11
2024 Q1	$7.02M	Buy	+120,879	New	+$6.71M	2.35%	11
2021 Q4	–	Sell	-3,488	Closed	-$175K	–	290
2021 Q3	$175K	Sell	3,488 -1,905	-35%	-$98.7K	0.09%	139
2021 Q2	$272K	Sell	5,393 -479	-8%	-$24K	0.15%	104
2021 Q1	$283K	Buy	5,872 +372	+7%	+$17.2K	0.16%	97
2020 Q4	$246K	Buy	5,500 +101	+2%	+$4.29K	0.17%	96
2020 Q3	$215K	Buy	5,399 +314	+6%	+$12.5K	0.18%	96
2020 Q2	$191K	Buy	+5,085	New	+$185K	0.17%	111

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

Atlas Private Wealth Advisors's DGRO Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.5% in Q1 2026, buying an estimated $292K and bringing the position to 168,934 shares worth $11.9M. The position accounts for 2.79% of the portfolio, ranked #11.

Atlas Private Wealth Advisors first reported a position in DGRO in Q2 2020 and has held it in 15 quarters since. The position peaked at $21.6M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Atlas Private Wealth Advisors held 168,934 shares of iShares Core Dividend Growth ETF worth $11.9M as of Q1 2026.
Atlas Private Wealth Advisors bought 4,076 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $292K.
iShares Core Dividend Growth ETF made up 2.79% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Atlas Private Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 15 quarters since.
Atlas Private Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $21.6M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.