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 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Ferguson Wellman Capital Management's DGRO Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 16,570 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #209.

Ferguson Wellman Capital Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q4 2025. 498 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Ferguson Wellman Capital Management held 16,570 shares of iShares Core Dividend Growth ETF worth $1.26M as of Q2 2026.
Ferguson Wellman Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #209 holding.
Ferguson Wellman Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
Ferguson Wellman Capital Management's iShares Core Dividend Growth ETF position peaked at $1.33M in Q4 2025.
498 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.