FAS Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FAS Wealth Partners’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	$87.1K	Hold	1,149	–	–	﹤0.01%	387
2026 Q1	$80.6K	Sell	1,149 -59	-5%	-$4.23K	0.01%	376
2025 Q4	$83.8K	Buy	1,208 +41	+4%	+$2.82K	0.01%	372
2025 Q3	$79.5K	Hold	1,167	–	–	0.01%	352
2025 Q2	$74.6K	Buy	1,167 +148	+15%	+$9.02K	0.01%	345
2025 Q1	$63K	Sell	1,019 -212	-17%	-$13.3K	0.01%	329
2024 Q4	$75.5K	Buy	1,231 +213	+21%	+$13.4K	0.01%	328
2024 Q3	$63.9K	Hold	1,018	–	–	0.01%	343
2024 Q2	$58.7K	Hold	1,018	–	–	0.01%	332
2024 Q1	$59.1K	Hold	1,018	–	–	0.01%	339
2023 Q4	$54.8K	Sell	1,018 -1,075	-51%	-$54.5K	0.01%	332
2023 Q3	$104K	Hold	2,093	–	–	0.01%	299
2023 Q2	$108K	Buy	2,093 +1,116	+114%	+$56.1K	0.01%	284
2023 Q1	$48.8K	Sell	977 -248	-20%	-$12.5K	0.01%	333
2022 Q4	$61.3K	Buy	1,225 +248	+25%	+$12.2K	0.01%	318
2022 Q3	$43K	Hold	977	–	–	﹤0.01%	321
2022 Q2	$47K	Sell	977 -57	-6%	-$2.87K	﹤0.01%	324
2022 Q1	$55K	Buy	1,034 +1	+0.1%	+$53	0.01%	323
2021 Q4	$57K	Buy	1,033 +56	+6%	+$2.99K	0.01%	335
2021 Q3	$49K	Hold	977	–	–	﹤0.01%	335
2021 Q2	$49K	Hold	977	–	–	﹤0.01%	321
2021 Q1	$47K	Hold	977	–	–	﹤0.01%	297
2020 Q4	$44K	Hold	977	–	–	0.01%	292
2020 Q3	$39K	Hold	977	–	–	0.01%	275
2020 Q2	$37K	Hold	977	–	–	0.01%	268
2020 Q1	$32K	Hold	977	–	–	0.01%	254
2019 Q4	$41K	Buy	+977	New	+$39.5K	0.01%	231

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

FAS Wealth Partners's DGRO Position: Q2 2026 in Review

FAS Wealth Partners held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 1,149 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

FAS Wealth Partners first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $108K in Q2 2023. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

FAS Wealth Partners held 1,149 shares of iShares Core Dividend Growth ETF worth $87.1K as of Q2 2026.
FAS Wealth Partners left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #387 holding.
FAS Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
FAS Wealth Partners's iShares Core Dividend Growth ETF position peaked at $108K in Q2 2023.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.