Elite Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Elite Financial’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	$1.37M	Hold	18,106	–	–	0.55%	24
2026 Q1	$1.27M	Sell	18,106 -2,750	-13%	-$197K	0.57%	23
2025 Q4	$1.45M	Hold	20,856	–	–	0.66%	21
2025 Q3	$1.42M	Sell	20,856 -1,999	-9%	-$132K	0.65%	21
2025 Q2	$1.48M	Hold	22,855	–	–	0.73%	19
2025 Q1	$1.41M	Buy	22,855 +500	+2%	+$31.3K	0.75%	18
2024 Q4	$1.37M	Buy	+22,355	New	+$1.41M	0.74%	20

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Elite Financial's DGRO Position: Q2 2026 in Review

Elite Financial held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 18,106 shares worth $1.37M. The position accounts for 0.55% of the portfolio, ranked #24.

Elite Financial first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q2 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Elite Financial held 18,106 shares of iShares Core Dividend Growth ETF worth $1.37M as of Q2 2026.
Elite Financial left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.55% of Elite Financial's portfolio in Q2 2026, its #24 holding.
Elite Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's iShares Core Dividend Growth ETF position peaked at $1.48M in Q2 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.