Medallion Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Medallion Wealth 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	$41.9K	Hold	597	–	–	0.01%	505
2025 Q4	$41.4K	Sell	597 -10	-2%	-$688	0.01%	499
2025 Q3	$41.3K	Buy	607 +200	+49%	+$13.2K	0.01%	496
2025 Q2	$26.4K	Sell	407 -1,000	-71%	-$61K	0.01%	571
2025 Q1	$86.7K	Hold	1,407	–	–	0.04%	332
2024 Q4	$86.3K	Buy	+1,407	New	+$88.8K	0.04%	327

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 $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's DGRO Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 597 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #505.

Medallion Wealth Advisors first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.7K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Medallion Wealth Advisors held 597 shares of iShares Core Dividend Growth ETF worth $41.9K as of Q1 2026.
Medallion Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #505 holding.
Medallion Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $86.7K in Q1 2025.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.