Lloyd Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Lloyd Advisory Services’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	$92	Sell	1 -1,142	-100%	-$84.3K	﹤0.01%	621
2026 Q1	$80.2K	Buy	1,143 +1,134	+12,600%	+$81.3K	0.02%	222
2025 Q4	$601	Buy	+9	New	+$619	﹤0.01%	509
2022 Q2	–	Sell	-76,213	Closed	-$4.07M	–	178
2022 Q1	$4.07M	Buy	76,213 +63,227	+487%	+$3.38M	1.9%	12
2021 Q4	$722K	Buy	12,986 +12,479	+2,461%	+$666K	0.33%	36
2021 Q3	$25K	Sell	507 -106	-17%	-$5.49K	0.01%	231
2021 Q2	$31K	Sell	613 -66,260	-99%	-$3.32M	0.02%	206
2021 Q1	$3.23M	Buy	+66,873	New	+$3.09M	1.76%	13
2020 Q1	–	Sell	-68	Closed	-$3K	–	297
2019 Q4	$3K	Buy	+68	New	+$2.75K	﹤0.01%	271

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lloyd Advisory Services's DGRO Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core Dividend Growth ETF (DGRO) stake by 100% in Q2 2026, selling an estimated $84.3K and leaving 1 share worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Lloyd Advisory Services first reported a position in DGRO in Q4 2019 and has held it in 9 quarters since. The position peaked at $4.07M in Q1 2022. 1,253 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Lloyd Advisory Services held 1 share of iShares Core Dividend Growth ETF worth $92 as of Q2 2026.
Lloyd Advisory Services sold 1,142 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $84.3K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #621 holding.
Lloyd Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 9 quarters since.
Lloyd Advisory Services's iShares Core Dividend Growth ETF position peaked at $4.07M in Q1 2022.
1,253 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.