Financial Network Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Network Wealth 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 Q1	$794K	Hold	11,324	–	–	0.25%	51
2025 Q4	$786K	Sell	11,324 -50	-0.4%	-$3.44K	0.24%	51
2025 Q3	$774K	Buy	+11,374	New	+$752K	0.24%	51
2025 Q1	$702K	Hold	11,374	–	–	0.25%	55
2024 Q4	$697K	Hold	11,374	–	–	0.25%	54
2024 Q3	$713K	Hold	11,374	–	–	0.26%	55
2024 Q2	$655K	Hold	11,374	–	–	0.25%	57
2024 Q1	$650K	Buy	11,374 +3,632	+47%	+$202K	0.31%	38
2023 Q4	$416K	Hold	7,742	–	–	0.18%	69
2023 Q3	$380K	Hold	7,742	–	–	0.19%	63
2023 Q2	$411K	Hold	7,742	–	–	0.19%	64
2023 Q1	$387K	Hold	7,742	–	–	0.19%	65
2022 Q4	$387K	Hold	7,742	–	–	0.21%	65
2022 Q3	$344K	Hold	7,742	–	–	0.21%	62
2022 Q2	$369K	Hold	7,742	–	–	0.22%	58
2022 Q1	$414K	Hold	7,742	–	–	0.22%	59
2021 Q4	$430K	Sell	7,742 -377	-5%	-$20.1K	0.22%	59
2021 Q3	$408K	Buy	+8,119	New	+$421K	0.23%	55
2021 Q2	–	Sell	-4,700	Closed	-$227K	–	107
2021 Q1	$227K	Hold	4,700	–	–	0.15%	91
2020 Q4	$211K	Buy	+4,700	New	+$200K	0.17%	85

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Network Wealth Management's DGRO Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 11,324 shares worth $794K. The position accounts for 0.25% of the portfolio, ranked #51.

Financial Network Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 20 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Financial Network Wealth Management held 11,324 shares of iShares Core Dividend Growth ETF worth $794K as of Q1 2026.
Financial Network Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.25% of Financial Network Wealth Management's portfolio in Q1 2026, its #51 holding.
Financial Network Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 20 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.