Elevation Advisory Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Elevation Advisory Partners’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 Q3	$330K	Buy	+4,169	New	+$326K	0.32%	38

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Elevation Advisory Partners's DGRO Position: Q3 2026 in Review

Elevation Advisory Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 4,169 shares worth $330K. The stake represents 0.32% of the portfolio and ranks #38 among its holdings.

1,185 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Elevation Advisory Partners held 4,169 shares of iShares Core Dividend Growth ETF worth $330K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Elevation Advisory Partners position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.32% of Elevation Advisory Partners's portfolio in Q3 2026, its #38 holding.
1,185 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Elevation Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.