Farther Finance Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Farther Finance Advisors’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	$4.64M	Buy	61,277 +14,169	+30%	+$1.05M	0.04%	431
2026 Q1	$3.31M	Buy	47,108 +1,607	+4%	+$115K	0.03%	473
2025 Q4	$3.16M	Buy	45,501 +1,465	+3%	+$101K	0.03%	437
2025 Q3	$3M	Buy	44,036 +19,137	+77%	+$1.26M	0.05%	327
2025 Q2	$1.59M	Buy	24,899 +2,448	+11%	+$149K	0.03%	435
2025 Q1	$1.38M	Buy	22,451 +15,927	+244%	+$998K	0.04%	394
2024 Q4	$400K	Sell	6,524 -1,436	-18%	-$90.6K	0.01%	678
2024 Q3	$499K	Sell	7,960 -132	-2%	-$7.96K	0.02%	589
2024 Q2	$465K	Buy	8,092 +1,272	+19%	+$72.7K	0.02%	507
2024 Q1	$394K	Buy	6,820 +3,478	+104%	+$193K	0.02%	459
2023 Q4	$180K	Sell	3,342 -2,877	-46%	-$146K	0.01%	583
2023 Q3	$308K	Buy	6,219 +429	+7%	+$22.2K	0.05%	288
2023 Q2	$298K	Sell	5,790 -3,420	-37%	-$172K	0.07%	247
2023 Q1	$460K	Buy	9,210 +1,029	+13%	+$51.7K	0.13%	143
2022 Q4	$409K	Buy	+8,181	New	+$402K	0.16%	126

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

Farther Finance Advisors's DGRO Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 30% in Q2 2026, buying an estimated $1.05M and bringing the position to 61,277 shares worth $4.64M. The position accounts for 0.04% of the portfolio, ranked #431.

Farther Finance Advisors first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Farther Finance Advisors held 61,277 shares of iShares Core Dividend Growth ETF worth $4.64M as of Q2 2026.
Farther Finance Advisors bought 14,169 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.05M.
iShares Core Dividend Growth ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #431 holding.
Farther Finance Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.