Fairvoy Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fairvoy Private Wealth’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	$918K	Buy	12,116 +45	+0.4%	+$3.32K	0.19%	111
2026 Q1	$847K	Sell	12,071 -102	-0.8%	-$7.31K	0.2%	101
2025 Q4	$845K	Sell	12,173 -2,011	-14%	-$138K	0.19%	103
2025 Q3	$966K	Buy	14,184 +4	+0%	+$264	0.22%	92
2025 Q2	$907K	Buy	14,180 +44	+0.3%	+$2.68K	0.23%	89
2025 Q1	$873K	Sell	14,136 -313	-2%	-$19.6K	0.24%	80
2024 Q4	$886K	Buy	+14,449	New	+$912K	0.24%	82

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

Fairvoy Private Wealth's DGRO Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.37% in Q2 2026, buying an estimated $3.32K and bringing the position to 12,116 shares worth $918K. The position accounts for 0.19% of the portfolio, ranked #111.

Fairvoy Private Wealth first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Fairvoy Private Wealth held 12,116 shares of iShares Core Dividend Growth ETF worth $918K as of Q2 2026.
Fairvoy Private Wealth bought 45 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.32K.
iShares Core Dividend Growth ETF made up 0.19% of Fairvoy Private Wealth's portfolio in Q2 2026, its #111 holding.
Fairvoy Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's iShares Core Dividend Growth ETF position peaked at $966K in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.