Powers Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Powers Advisory Group’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 Q3	$25.6M	Buy	340,171 +23,033	+7%	+$1.8M	7.77%	2
2026 Q2	$24M	Buy	317,138 +21,660	+7%	+$1.6M	7.53%	2
2026 Q1	$20.7M	Buy	295,478 +25,226	+9%	+$1.81M	7.31%	3
2025 Q4	$18.8M	Buy	270,252 +10,778	+4%	+$741K	7.07%	2
2025 Q3	$17.7M	Buy	259,474 +17,957	+7%	+$1.19M	7.04%	3
2025 Q2	$15.4M	Buy	241,517 +12,865	+6%	+$784K	6.79%	3
2025 Q1	$14.1M	Buy	228,652 +19,736	+9%	+$1.24M	6.73%	3
2024 Q4	$12.8M	Buy	208,916 +3,344	+2%	+$211K	6.42%	3
2024 Q3	$12.9M	Buy	205,572 +15,574	+8%	+$939K	6.43%	3
2024 Q2	$10.9M	Buy	189,998 +8,862	+5%	+$506K	5.97%	3
2024 Q1	$10.5M	Buy	181,136 +4,202	+2%	+$233K	6.01%	3
2023 Q4	$9.5M	Buy	176,934 +11,221	+7%	+$569K	5.88%	3
2023 Q3	$8.21M	Buy	165,713 +3,095	+2%	+$160K	5.58%	4
2023 Q2	$8.38M	Buy	162,618 +11,610	+8%	+$584K	5.56%	3
2023 Q1	$7.55M	Buy	151,008 +10,469	+7%	+$526K	5.28%	4
2022 Q4	$7.03M	Buy	140,539 +4,767	+4%	+$234K	5.18%	4
2022 Q3	$6.04M	Buy	135,772 +8,116	+6%	+$399K	4.82%	5
2022 Q2	$6.08M	Buy	127,656 +10,173	+9%	+$513K	4.68%	4
2022 Q1	$6.28M	Buy	117,483 +18,209	+18%	+$972K	4.37%	4
2021 Q4	$5.52M	Buy	+99,274	New	+$5.3M	3.89%	5

Other funds holding DGRO

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Powers Advisory Group's DGRO Position: Q3 2026 in Review

Powers Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.3% in Q3 2026, buying an estimated $1.8M and bringing the position to 340,171 shares worth $25.6M. The position accounts for 7.77% of the portfolio, ranked #2.

Powers Advisory Group first reported a position in DGRO in Q4 2021 and has held it in 20 quarters since. 304 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Powers Advisory Group held 340,171 shares of iShares Core Dividend Growth ETF worth $25.6M as of Q3 2026.
Powers Advisory Group bought 23,033 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $1.8M.
iShares Core Dividend Growth ETF made up 7.77% of Powers Advisory Group's portfolio in Q3 2026, its #2 holding.
Powers Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 20 quarters since.
304 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.