Guardian Wealth Advisors (North Carolina)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.45M	Sell	63,401 -2,168	-3%	-$155K	0.28%	57
2025 Q4	$4.55M	Buy	65,569 +2,528	+4%	+$174K	0.28%	57
2025 Q3	$4.29M	Buy	63,041 +1,057	+2%	+$69.9K	0.28%	57
2025 Q2	$3.96M	Sell	61,984 -3,149	-5%	-$192K	0.28%	53
2025 Q1	$4.02M	Sell	65,133 -377	-0.6%	-$23.6K	0.32%	49
2024 Q4	$4.02M	Buy	+65,510	New	+$4.13M	0.32%	50
2023 Q4	–	Sell	-503	Closed	-$25.1K	–	446
2023 Q3	$25.1K	Hold	503	–	–	﹤0.01%	325
2023 Q2	$25.9K	Hold	503	–	–	﹤0.01%	313
2023 Q1	$25.1K	Hold	503	–	–	﹤0.01%	304
2022 Q4	$25.1K	Buy	+503	New	+$24.7K	﹤0.01%	284

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DGRO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.3% in Q1 2026, selling an estimated $155K and leaving 63,401 shares worth $4.45M. The position accounts for 0.28% of the portfolio, ranked #57.

Guardian Wealth Advisors (North Carolina) first reported a position in DGRO in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.55M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 63,401 shares of iShares Core Dividend Growth ETF worth $4.45M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 2,168 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $155K.
iShares Core Dividend Growth ETF made up 0.28% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #57 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 10 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares Core Dividend Growth ETF position peaked at $4.55M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.