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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
Q3 		$60.3K Buy
800
+4
+0.5% +$312 0.02% 330
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

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

Elevation Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.5% in Q3 2026, buying an estimated $312 and bringing the position to 800 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #330.

Elevation Wealth Partners first reported a position in DGRO in Q1 2024 and has held it in 11 quarters since. The position peaked at $60.3K in Q2 2026. 58 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Elevation Wealth Partners held 800 shares of iShares Core Dividend Growth ETF worth $60.3K as of Q3 2026.
  • Elevation Wealth Partners bought 4 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $312.
  • iShares Core Dividend Growth ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #330 holding.
  • Elevation Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's iShares Core Dividend Growth ETF position peaked at $60.3K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.