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Financial Partners Group (Kansas)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Partners Group (Kansas)’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 		$665K Buy
8,779
+251
+3% +$18.5K 0.07% 123
2026
Q1 		$598K Sell
8,528
-206
-2% -$14.8K 0.07% 127
2025
Q4 		$627K Buy
8,734
+656
+8% +$45.1K 0.07% 121
2025
Q3 		$550K Buy
8,078
+247
+3% +$16.3K 0.07% 125
2025
Q2 		$501K Buy
7,831
+37
+0.5% +$2.26K 0.07% 121
2025
Q1 		$482K Buy
7,794
+35
+0.5% +$2.19K 0.07% 112
2024
Q4 		$476K Buy
7,759
+32
+0.4% +$2.02K 0.07% 107
2024
Q3 		$484K Buy
7,727
+171
+2% +$10.3K 0.07% 112
2024
Q2 		$435K Buy
7,556
+35
+0.5% +$2K 0.07% 114
2024
Q1 		$437K Buy
7,521
+37
+0.5% +$2.05K 0.07% 114
2023
Q4 		$403K Buy
7,484
+427
+6% +$21.7K 0.07% 105
2023
Q3 		$347K Sell
7,057
-854
-11% -$44.2K 0.07% 111
2023
Q2 		$413K Buy
7,911
+678
+9% +$34.1K 0.08% 102
2023
Q1 		$362K Buy
7,233
+2,465
+52% +$124K 0.08% 108
2022
Q4 		$247K Buy
4,768
+102
+2% +$5.01K 0.05% 144
2022
Q3 		$207K Buy
+4,666
New +$230K 0.05% 137
2020
Q2 		– Sell
-6,592
Closed -$205K – 101
2020
Q1 		$205K Sell
6,592
-74,840
-92% -$2.93M 0.13% 65
2019
Q4 		$3.43M Sell
81,432
-4,084
-5% -$165K 1.33% 20
2019
Q3 		$3.35M Sell
85,516
-17,956
-17% -$692K 1.49% 17
2019
Q2 		$3.95M Sell
103,472
-213,413
-67% -$8M 1.86% 16
2019
Q1 		$11.6M Buy
316,885
+11,969
+4% +$426K 6.3% 3
2018
Q4 		$10.1M Buy
304,916
+56,640
+23% +$1.99M 6.58% 2
2018
Q3 		$9.2M Buy
248,276
+20,753
+9% +$754K 6% 5
2018
Q2 		$7.8M Buy
227,523
+22,530
+11% +$776K 5.72% 4
2018
Q1 		$6.95M Buy
204,993
+37,577
+22% +$1.33M 5.45% 3
2017
Q4 		$5.82M Buy
+167,416
New +$5.65M 4.59% 4

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Partners Group (Kansas)'s DGRO Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 8,779 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #123.

Financial Partners Group (Kansas) first reported a position in DGRO in Q4 2017 and has held it in 26 quarters since. The position peaked at $11.6M in Q1 2019. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Financial Partners Group (Kansas) held 8,779 shares of iShares Core Dividend Growth ETF worth $665K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 251 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $18.5K.
  • iShares Core Dividend Growth ETF made up 0.07% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #123 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Financial Partners Group (Kansas)'s iShares Core Dividend Growth ETF position peaked at $11.6M in Q1 2019.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.