Financial Security Advisor’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Financial Security Advisor’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	$412K	Buy	5,440 +24	+0.4%	+$1.77K	0.07%	109
2026 Q1	$380K	Buy	5,416 +26	+0.5%	+$1.86K	0.07%	102
2025 Q4	$374K	Buy	+5,390	New	+$371K	0.07%	101

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 Security Advisor's DGRO Position: Q2 2026 in Review

Financial Security Advisor increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.44% in Q2 2026, buying an estimated $1.77K and bringing the position to 5,440 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #109.

Financial Security Advisor first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Financial Security Advisor held 5,440 shares of iShares Core Dividend Growth ETF worth $412K as of Q2 2026.
Financial Security Advisor bought 24 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.77K.
iShares Core Dividend Growth ETF made up 0.07% of Financial Security Advisor's portfolio in Q2 2026, its #109 holding.
Financial Security Advisor first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.