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 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	$9.52M	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

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

Powers Advisory Group's DGRO Position: Q1 2026 in Review

Powers Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.3% in Q1 2026, buying an estimated $1.81M and bringing the position to 295,478 shares worth $20.7M. The position accounts for 7.31% of the portfolio, ranked #3.

Powers Advisory Group first reported a position in DGRO in Q4 2021 and has held it in 18 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Powers Advisory Group held 295,478 shares of iShares Core Dividend Growth ETF worth $20.7M as of Q1 2026.
Powers Advisory Group bought 25,226 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.81M.
iShares Core Dividend Growth ETF made up 7.31% of Powers Advisory Group's portfolio in Q1 2026, its #3 holding.
Powers Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.