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

Stratos 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	$6.83M	Sell	97,287 -1,900	-2%	-$136K	0.42%	59
2025 Q4	$6.89M	Buy	99,187 +453	+0.5%	+$31.1K	0.33%	80
2025 Q3	$6.72M	Sell	98,734 -10,933	-10%	-$723K	0.32%	85
2025 Q2	$7.01M	Sell	109,667 -1,502	-1%	-$91.6K	0.37%	72
2025 Q1	$6.87M	Sell	111,169 -40,823	-27%	-$2.56M	0.38%	67
2024 Q4	$9.32M	Sell	151,992 -106,243	-41%	-$6.7M	0.45%	53
2024 Q3	$16.2M	Sell	258,235 -5,254	-2%	-$317K	0.74%	25
2024 Q2	$15.2M	Sell	263,489 -154,437	-37%	-$8.82M	0.75%	26
2024 Q1	$24.3M	Buy	417,926 +8,882	+2%	+$493K	1.44%	7
2023 Q4	$22M	Buy	409,044 +1,048	+0.3%	+$53.1K	1.27%	8
2023 Q3	$20.2M	Sell	407,996 -15,433	-4%	-$799K	1.33%	8
2023 Q2	$21.8M	Buy	423,429 +11,945	+3%	+$601K	1.55%	5
2023 Q1	$20.6M	Sell	411,484 -51,009	-11%	-$2.56M	1.58%	4
2022 Q4	$23.1M	Sell	462,493 -4,862	-1%	-$239K	1.93%	4
2022 Q3	$20.8M	Buy	467,355 +85,756	+22%	+$4.22M	2.19%	4
2022 Q2	$18.2M	Buy	381,599 +59,541	+18%	+$3M	1.65%	4
2022 Q1	$17.2M	Sell	322,058 -24,327	-7%	-$1.3M	1.4%	5
2021 Q4	$19.3M	Buy	346,385 +7,533	+2%	+$402K	1.39%	6
2021 Q3	$17M	Buy	338,852 +19,043	+6%	+$986K	1.45%	7
2021 Q2	$16.1M	Buy	319,809 +4,929	+2%	+$247K	1.43%	6
2021 Q1	$15.2M	Buy	314,880 +13,652	+5%	+$631K	1.61%	6
2020 Q4	$13.5M	Buy	301,228 +17,473	+6%	+$743K	1.86%	4
2020 Q3	$11.3M	Buy	283,755 +2,646	+0.9%	+$105K	2.75%	3
2020 Q2	$10.6M	Buy	281,109 +2,788	+1%	+$101K	3.24%	1
2020 Q1	$9.07M	Buy	278,321 +22,165	+9%	+$867K	6.42%	1
2019 Q4	$10.8M	Buy	256,156 +5,480	+2%	+$222K	6.11%	2
2019 Q3	$9.81M	Buy	250,676 +18,904	+8%	+$728K	3.75%	3
2019 Q2	$8.85M	Buy	231,772 +216,682	+1,436%	+$8.12M	3.53%	3
2019 Q1	$555K	Sell	15,090 -364	-2%	-$12.9K	0.3%	91
2018 Q4	$513K	Buy	+15,454	New	+$543K	0.34%	86

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

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

Stratos Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q1 2026, selling an estimated $136K and leaving 97,287 shares worth $6.83M. The position accounts for 0.42% of the portfolio, ranked #59.

Stratos Wealth Advisors first reported a position in DGRO in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.3M in Q1 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Stratos Wealth Advisors held 97,287 shares of iShares Core Dividend Growth ETF worth $6.83M as of Q1 2026.
Stratos Wealth Advisors sold 1,900 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $136K.
iShares Core Dividend Growth ETF made up 0.42% of Stratos Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Stratos Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 30 quarters since.
Stratos Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $24.3M in Q1 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.