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

Elevation Wealth 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 Q2	$60.3K	Buy	796 +3	+0.4%	+$221	0.02%	263
2026 Q1	$55.6K	Buy	793 +4	+0.5%	+$287	0.02%	222
2025 Q4	$54.8K	Buy	789 +5	+0.6%	+$344	0.02%	229
2025 Q3	$53.4K	Buy	784 +4	+0.5%	+$264	0.02%	240
2025 Q2	$49.8K	Buy	780 +4	+0.5%	+$244	0.02%	238
2025 Q1	$47.9K	Buy	776 +4	+0.5%	+$251	0.02%	226
2024 Q4	$47.3K	Buy	772 +5	+0.7%	+$315	0.02%	237
2024 Q3	$48.1K	Buy	767 +5	+0.7%	+$301	0.02%	225
2024 Q2	$43.9K	Buy	762 +4	+0.5%	+$228	0.02%	227
2024 Q1	$44K	Buy	+758	New	+$42.1K	0.02%	231

Other funds holding DGRO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Elevation Wealth Partners's DGRO Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.38% in Q2 2026, buying an estimated $221 and bringing the position to 796 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #263.

Elevation Wealth Partners first reported a position in DGRO in Q1 2024 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Elevation Wealth Partners held 796 shares of iShares Core Dividend Growth ETF worth $60.3K as of Q2 2026.
Elevation Wealth Partners bought 3 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $221.
iShares Core Dividend Growth ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #263 holding.
Elevation Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
632 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.