Avant Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Avant Capital’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	$490K	Buy	6,987 +1,000	+17%	+$71.7K	0.34%	50
2025 Q4	$416K	Buy	5,987 +1,027	+21%	+$70.6K	0.29%	55
2025 Q3	$338K	Buy	4,960 +6	+0.1%	+$397	0.24%	58
2025 Q2	$317K	Buy	4,954 +1,028	+26%	+$62.7K	0.25%	51
2025 Q1	$243K	Buy	+3,926	New	+$246K	0.2%	57

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

Avant Capital's DGRO Position: Q1 2026 in Review

Avant Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q1 2026, buying an estimated $71.7K and bringing the position to 6,987 shares worth $490K. The position accounts for 0.34% of the portfolio, ranked #50.

Avant Capital first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Avant Capital held 6,987 shares of iShares Core Dividend Growth ETF worth $490K as of Q1 2026.
Avant Capital bought 1,000 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $71.7K.
iShares Core Dividend Growth ETF made up 0.34% of Avant Capital's portfolio in Q1 2026, its #50 holding.
Avant Capital first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.