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Ferguson Wellman Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Ferguson Wellman Capital Management’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
Q3 		$1.25M Hold
16,570
– – 0.01% 211
2026
Q2 		$1.26M Hold
16,570
– – 0.02% 209
2026
Q1 		$1.16M Sell
16,570
-2,525
-13% -$181K 0.02% 202
2025
Q4 		$1.33M Sell
19,095
-114
-0.6% -$7.84K 0.02% 162
2025
Q3 		$1.31M Buy
19,209
+114
+0.6% +$7.53K 0.02% 165
2025
Q2 		$1.22M Sell
19,095
-474
-2% -$28.9K 0.02% 166
2025
Q1 		$1.21M Buy
19,569
+520
+3% +$32.6K 0.02% 170
2024
Q4 		$1.17M Buy
+19,049
New +$1.2M 0.02% 175

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Ferguson Wellman Capital Management's DGRO Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 16,570 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #211.

Ferguson Wellman Capital Management first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Ferguson Wellman Capital Management held 16,570 shares of iShares Core Dividend Growth ETF worth $1.25M as of Q3 2026.
  • Ferguson Wellman Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #211 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Ferguson Wellman Capital Management's iShares Core Dividend Growth ETF position peaked at $1.33M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.