Family Capital Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Family Capital Trust’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
2025 Q4	–	Sell	-4,300	Closed	-$293K	–	88
2025 Q3	$293K	Sell	4,300 -3,000	-41%	-$198K	0.1%	47
2025 Q2	$467K	Hold	7,300	–	–	0.16%	36
2025 Q1	$451K	Hold	7,300	–	–	0.16%	38
2024 Q4	$448K	Hold	7,300	–	–	0.15%	38
2024 Q3	$458K	Hold	7,300	–	–	0.15%	38
2024 Q2	$421K	Hold	7,300	–	–	0.14%	37
2024 Q1	$424K	Hold	7,300	–	–	0.15%	38
2023 Q4	$393K	Hold	7,300	–	–	0.12%	41
2023 Q3	$361K	Hold	7,300	–	–	0.13%	34
2023 Q2	$376K	Hold	7,300	–	–	0.13%	36
2023 Q1	$365K	Hold	7,300	–	–	0.14%	36
2022 Q4	$365K	Hold	7,300	–	–	0.15%	35
2022 Q3	$325K	Hold	7,300	–	–	0.15%	34
2022 Q2	$348K	Hold	7,300	–	–	0.14%	38
2022 Q1	$390K	Hold	7,300	–	–	0.13%	38
2021 Q4	$406K	Hold	7,300	–	–	0.11%	37
2021 Q3	$367K	Hold	7,300	–	–	0.1%	35
2021 Q2	$368K	Hold	7,300	–	–	0.1%	35
2021 Q1	$352K	Hold	7,300	–	–	0.11%	35
2020 Q4	$327K	Hold	7,300	–	–	0.1%	36
2020 Q3	$290K	Hold	7,300	–	–	0.09%	36
2020 Q2	$274K	Hold	7,300	–	–	0.1%	39
2020 Q1	$275K	Hold	7,300	–	–	0.11%	38
2019 Q4	$307K	Hold	7,300	–	–	0.12%	37
2019 Q3	$286K	Hold	7,300	–	–	0.12%	37
2019 Q2	$279K	Hold	7,300	–	–	0.11%	38
2019 Q1	$268K	Hold	7,300	–	–	0.11%	38
2018 Q4	$242K	Hold	7,300	–	–	0.12%	37
2018 Q3	$271K	Hold	7,300	–	–	0.11%	38
2018 Q2	$250K	Hold	7,300	–	–	0.11%	38
2018 Q1	$247K	Hold	7,300	–	–	0.11%	38
2017 Q4	$254K	Buy	+7,300	New	+$246K	0.12%	38

Other funds holding DGRO

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Family Capital Trust's DGRO Position: Q4 2025 in Review

Family Capital Trust sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 4,300 shares — an estimated $293K sold.

Family Capital Trust first reported a position in DGRO in Q4 2017 and held it in 32 quarters. The position peaked at $467K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Family Capital Trust reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Family Capital Trust sold 4,300 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $293K.
Family Capital Trust first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and held it in 32 quarters.
Family Capital Trust's iShares Core Dividend Growth ETF position peaked at $467K in Q2 2025.
1,286 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Family Capital Trust's 13F filing for Q4 2025, filed 27 Jan 2026.