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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elite Financial's DGRO Position: Q1 2026 in Review

Elite Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q1 2026, selling an estimated $197K and leaving 18,106 shares worth $1.27M. The position accounts for 0.57% of the portfolio, ranked #23.

Elite Financial first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Elite Financial held 18,106 shares of iShares Core Dividend Growth ETF worth $1.27M as of Q1 2026.
  • Elite Financial sold 2,750 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $197K.
  • iShares Core Dividend Growth ETF made up 0.57% of Elite Financial's portfolio in Q1 2026, its #23 holding.
  • Elite Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Elite Financial's iShares Core Dividend Growth ETF position peaked at $1.48M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.