W Advisors LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

W Advisors LLC’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	$681K	Hold	9,697	–	–	0.35%	64
2025 Q4	$673K	Hold	9,697	–	–	0.34%	66
2025 Q3	$660K	Hold	9,697	–	–	0.35%	68
2025 Q2	$620K	Hold	9,697	–	–	0.36%	63
2025 Q1	$599K	Hold	9,697	–	–	0.38%	64
2024 Q4	$595K	Hold	9,697	–	–	0.37%	59
2024 Q3	$608K	Hold	9,697	–	–	0.37%	59
2024 Q2	$559K	Hold	9,697	–	–	0.37%	61
2024 Q1	$563K	Hold	9,697	–	–	0.39%	59
2023 Q4	$522K	Hold	9,697	–	–	0.39%	60
2023 Q3	$480K	Hold	9,697	–	–	0.39%	59
2023 Q2	$500K	Hold	9,697	–	–	0.39%	59
2023 Q1	$485K	Buy	+9,697	New	+$487K	0.4%	62

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

W Advisors LLC's DGRO Position: Q1 2026 in Review

W Advisors LLC held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 9,697 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #64.

W Advisors LLC first reported a position in DGRO in Q1 2023 and has held it in 13 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

W Advisors LLC held 9,697 shares of iShares Core Dividend Growth ETF worth $681K as of Q1 2026.
W Advisors LLC left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.35% of W Advisors LLC's portfolio in Q1 2026, its #64 holding.
W Advisors LLC first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.