L & S Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

L & S Advisors’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	$229K	Hold	3,258	–	–	0.03%	216
2025 Q4	$226K	Buy	3,258 +53	+2%	+$3.64K	0.02%	344
2025 Q3	$218K	Buy	+3,205	New	+$212K	0.02%	327
2023 Q2	–	Sell	-8,053	Closed	-$403K	–	316
2023 Q1	$403K	Buy	+8,053	New	+$404K	0.06%	227

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

L & S Advisors's DGRO Position: Q1 2026 in Review

L & S Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 3,258 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #216.

L & S Advisors first reported a position in DGRO in Q1 2023 and has held it in 4 quarters since. The position peaked at $403K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

L & S Advisors held 3,258 shares of iShares Core Dividend Growth ETF worth $229K as of Q1 2026.
L & S Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.03% of L & S Advisors's portfolio in Q1 2026, its #216 holding.
L & S Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 4 quarters since.
L & S Advisors's iShares Core Dividend Growth ETF position peaked at $403K in Q1 2023.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.