FineMark National Bank & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$608K	Buy	8,762 +1,338	+18%	+$92K	0.02%	282
2025 Q3	$505K	Sell	7,424 -1,000	-12%	-$66.1K	0.02%	307
2025 Q2	$539K	Hold	8,424	–	–	0.02%	292
2025 Q1	$520K	Buy	8,424 +1,320	+19%	+$82.7K	0.02%	291
2024 Q4	$436K	Hold	7,104	–	–	0.02%	299
2024 Q3	$445K	Buy	7,104 +1,399	+25%	+$84.3K	0.02%	299
2024 Q2	$329K	Buy	+5,705	New	+$326K	0.01%	332
2023 Q4	–	Sell	-5,284	Closed	-$262K	–	414
2023 Q3	$262K	Sell	5,284 -2,600	-33%	-$135K	0.01%	352
2023 Q2	$406K	Buy	+7,884	New	+$397K	0.02%	304

Other funds holding DGRO

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $71.6B AUM 21.08% 1-Year Est. Return

FineMark National Bank & Trust's DGRO Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q4 2025, buying an estimated $92K and bringing the position to 8,762 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #282.

FineMark National Bank & Trust first reported a position in DGRO in Q2 2023 and has held it in 9 quarters since. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

FineMark National Bank & Trust held 8,762 shares of iShares Core Dividend Growth ETF worth $608K as of Q4 2025.
FineMark National Bank & Trust bought 1,338 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $92K.
iShares Core Dividend Growth ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #282 holding.
FineMark National Bank & Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 9 quarters since.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.