FLI
DGRO icon

Family Legacy Inc’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Family Legacy Inc’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 		$4.54M Sell
59,888
-109
-0.2% -$8.04K 1.21% 32
2026
Q1 		$4.21M Sell
59,997
-2,790
-4% -$200K 1.27% 34
2025
Q4 		$4.36M Buy
62,787
+803
+1% +$55.2K 1.3% 30
2025
Q3 		$4.22M Sell
61,984
-1,409
-2% -$93.1K 1.29% 32
2025
Q2 		$4.05M Buy
63,393
+800
+1% +$48.8K 1.32% 31
2025
Q1 		$3.87M Sell
62,593
-6,683
-10% -$419K 1.33% 31
2024
Q4 		$4.25M Sell
69,276
-423
-0.6% -$26.7K 1.44% 27
2024
Q3 		$4.37M Sell
69,699
-2,477
-3% -$149K 1.45% 28
2024
Q2 		$4.16M Buy
72,176
+1,411
+2% +$80.6K 1.49% 27
2024
Q1 		$4.11M Sell
70,765
-1,873
-3% -$104K 1.48% 26
2023
Q4 		$3.91M Buy
72,638
+2,124
+3% +$108K 1.49% 26
2023
Q3 		$3.49M Sell
70,514
-1,255
-2% -$65K 1.46% 31
2023
Q2 		$3.7M Buy
71,769
+545
+0.8% +$27.4K 1.49% 29
2023
Q1 		$3.56M Buy
71,224
+668
+0.9% +$33.5K 1.52% 27
2022
Q4 		$3.59M Sell
70,556
-5,071
-7% -$249K 1.57% 22
2022
Q3 		$3.36M Buy
75,627
+1,421
+2% +$69.9K 1.69% 16
2022
Q2 		$3.55M Sell
74,206
-323
-0.4% -$16.3K 1.68% 16
2022
Q1 		$3.98M Buy
74,529
+5,127
+7% +$274K 1.66% 20
2021
Q4 		$3.88M Sell
69,402
-227
-0.3% -$12.1K 1.58% 20
2021
Q3 		$3.58M Buy
69,629
+219
+0.3% +$11.3K 1.61% 20
2021
Q2 		$3.55M Sell
69,410
-454
-0.6% -$22.8K 1.58% 22
2021
Q1 		$3.37M Buy
69,864
+12,801
+22% +$592K 1.61% 21
2020
Q4 		$2.56M Sell
57,063
-139
-0.2% -$5.91K 1.32% 30
2020
Q3 		$2.28M Buy
57,202
+643
+1% +$25.5K 1.29% 31
2020
Q2 		$2.13M Buy
+56,559
New +$2.06M 1.28% 31

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Family Legacy Inc's DGRO Position: Q2 2026 in Review

Family Legacy Inc reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.18% in Q2 2026, selling an estimated $8.04K and leaving 59,888 shares worth $4.54M. The position accounts for 1.21% of the portfolio, ranked #32.

Family Legacy Inc first reported a position in DGRO in Q2 2020 and has held it in 25 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Family Legacy Inc held 59,888 shares of iShares Core Dividend Growth ETF worth $4.54M as of Q2 2026.
  • Family Legacy Inc sold 109 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $8.04K.
  • iShares Core Dividend Growth ETF made up 1.21% of Family Legacy Inc's portfolio in Q2 2026, its #32 holding.
  • Family Legacy Inc first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.