Financial Engines Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Engines 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	$1.71M	Sell	22,522 -491	-2%	-$36.2K	﹤0.01%	260
2026 Q1	$1.62M	Sell	23,013 -416	-2%	-$29.8K	﹤0.01%	249
2025 Q4	$1.63M	Sell	23,429 -1,442	-6%	-$99.2K	﹤0.01%	260
2025 Q3	$1.69M	Buy	24,871 +758	+3%	+$50.1K	﹤0.01%	252
2025 Q2	$1.54M	Buy	24,113 +2,602	+12%	+$159K	﹤0.01%	243
2025 Q1	$1.33M	Sell	21,511 -586	-3%	-$36.7K	﹤0.01%	228
2024 Q4	$1.36M	Buy	22,097 +3,168	+17%	+$200K	﹤0.01%	235
2024 Q3	$1.19M	Sell	18,929 -6,982	-27%	-$421K	﹤0.01%	220
2024 Q2	$1.49M	Sell	25,911 -1,720	-6%	-$98.3K	﹤0.01%	187
2024 Q1	$1.6M	Buy	27,631 +2,083	+8%	+$116K	﹤0.01%	173
2023 Q4	$1.37M	Buy	25,548 +7,022	+38%	+$356K	﹤0.01%	170
2023 Q3	$925K	Sell	18,526 -2,272	-11%	-$118K	﹤0.01%	172
2023 Q2	$1.07M	Buy	20,798 +2,202	+12%	+$111K	﹤0.01%	167
2023 Q1	$930K	Sell	18,596 -3,890	-17%	-$195K	﹤0.01%	185
2022 Q4	$1.12M	Buy	22,486 +983	+5%	+$48.3K	﹤0.01%	159
2022 Q3	$956K	Sell	21,503 -302	-1%	-$14.9K	﹤0.01%	161
2022 Q2	$1.04M	Sell	21,805 -126	-0.6%	-$6.35K	﹤0.01%	154
2022 Q1	$1.17M	Buy	21,931 +11,112	+103%	+$593K	﹤0.01%	152
2021 Q4	$601K	Sell	10,819 -182	-2%	-$9.71K	﹤0.01%	146
2021 Q3	$552K	Buy	+11,001	New	+$570K	﹤0.01%	164

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

Financial Engines Advisors's DGRO Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 2.1% in Q2 2026, selling an estimated $36.2K and leaving 22,522 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Financial Engines Advisors first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Financial Engines Advisors held 22,522 shares of iShares Core Dividend Growth ETF worth $1.71M as of Q2 2026.
Financial Engines Advisors sold 491 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $36.2K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #260 holding.
Financial Engines Advisors first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.