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

Delos 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	$946K	Hold	13,473	–	–	0.54%	38
2025 Q4	$935K	Hold	13,473	–	–	0.62%	35
2025 Q3	$917K	Hold	13,473	–	–	0.62%	34
2025 Q2	$861K	Hold	13,473	–	–	0.67%	35
2025 Q1	$832K	Buy	+13,473	New	+$844K	0.66%	35
2023 Q4	–	Sell	-169	Closed	-$8.79K	–	353
2023 Q3	$8.79K	Hold	169	–	–	0.01%	143
2023 Q2	$8.71K	Hold	169	–	–	0.01%	141
2023 Q1	$8.45K	Hold	169	–	–	0.01%	137
2022 Q4	$8.45K	Hold	169	–	–	0.01%	144
2022 Q3	$8K	Hold	169	–	–	0.01%	146
2022 Q2	$8K	Hold	169	–	–	0.01%	150
2022 Q1	$9K	Hold	169	–	–	0.01%	169
2021 Q4	$9K	Buy	+169	New	+$9.02K	0.01%	224

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

Delos Wealth Advisors's DGRO Position: Q1 2026 in Review

Delos Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 13,473 shares worth $946K. The position accounts for 0.54% of the portfolio, ranked #38.

Delos Wealth Advisors first reported a position in DGRO in Q4 2021 and has held it in 13 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Delos Wealth Advisors held 13,473 shares of iShares Core Dividend Growth ETF worth $946K as of Q1 2026.
Delos Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.54% of Delos Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Delos Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 13 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.