360 Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

360 Financial’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 Q2	$496K	Hold	6,546	–	–	0.13%	50
2026 Q1	$459K	Hold	6,546	–	–	0.14%	50
2025 Q4	$454K	Sell	6,546 -6,110	-48%	-$420K	0.14%	51
2025 Q3	$862K	Sell	12,656 -6,985	-36%	-$462K	0.28%	35
2025 Q2	$1.26M	Sell	19,641 -1,407	-7%	-$85.8K	0.4%	31
2025 Q1	$1.3M	Sell	21,048 -6,575	-24%	-$412K	0.47%	31
2024 Q4	$1.69M	Sell	27,623 -12,401	-31%	-$782K	0.61%	25
2024 Q3	$2.51M	Buy	40,024 +1,060	+3%	+$63.9K	0.93%	19
2024 Q2	$2.24M	Sell	38,964 -9	-0%	-$514	0.85%	21
2024 Q1	$2.26M	Sell	38,973 -1,162	-3%	-$64.5K	0.88%	19
2023 Q4	$2.16M	Sell	40,135 -61	-0.2%	-$3.09K	0.95%	19
2023 Q3	$1.98M	Sell	40,196 -661	-2%	-$34.2K	1.23%	14
2023 Q2	$2.11M	Sell	40,857 -59	-0.1%	-$2.97K	1.09%	18
2023 Q1	$2.05M	Buy	40,916 +25,439	+164%	+$1.28M	1.08%	19
2022 Q4	$688K	Hold	15,477	–	–	0.45%	30
2022 Q3	$688K	Buy	+15,477	New	+$762K	0.45%	30

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

360 Financial's DGRO Position: Q2 2026 in Review

360 Financial held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 6,546 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #50.

360 Financial first reported a position in DGRO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.51M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

360 Financial held 6,546 shares of iShares Core Dividend Growth ETF worth $496K as of Q2 2026.
360 Financial left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.13% of 360 Financial's portfolio in Q2 2026, its #50 holding.
360 Financial first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 16 quarters since.
360 Financial's iShares Core Dividend Growth ETF position peaked at $2.51M in Q3 2024.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.