Elevate Wealth Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Elevate Wealth Advisory’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	$57.5K	Hold	820	–	–	0.04%	98
2025 Q4	$56.9K	Sell	820 -1	-0.1%	-$69	0.04%	92
2025 Q3	$55.9K	Buy	821 +1	+0.1%	+$66	0.04%	90
2025 Q2	$52.4K	Buy	820 +512	+166%	+$31.2K	0.04%	98
2025 Q1	$19K	Hold	308	–	–	0.01%	110
2024 Q4	$18.9K	Hold	308	–	–	0.01%	102
2024 Q3	$19.3K	Hold	308	–	–	0.01%	105
2024 Q2	$17.7K	Hold	308	–	–	0.01%	100
2024 Q1	$17.9K	Hold	308	–	–	0.02%	96
2023 Q4	$16.6K	Buy	+308	New	+$15.6K	0.02%	100

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

Elevate Wealth Advisory's DGRO Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 820 shares worth $57.5K. The position accounts for 0.04% of the portfolio, ranked #98.

Elevate Wealth Advisory first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Elevate Wealth Advisory held 820 shares of iShares Core Dividend Growth ETF worth $57.5K as of Q1 2026.
Elevate Wealth Advisory left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.04% of Elevate Wealth Advisory's portfolio in Q1 2026, its #98 holding.
Elevate Wealth Advisory first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.