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

Fingerlakes 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
Q2 		$2.58M Buy
34,075
+2,839
+9% +$209K 1.39% 24
2026
Q1 		$2.19M Buy
31,236
+979
+3% +$70.2K 1.45% 23
2025
Q4 		$2.1M Buy
30,257
+1,586
+6% +$109K 1.34% 25
2025
Q3 		$1.95M Buy
28,671
+3,513
+14% +$232K 1.27% 25
2025
Q2 		$1.61M Buy
25,158
+2,331
+10% +$142K 1.2% 26
2025
Q1 		$1.41M Buy
22,827
+1,058
+5% +$66.3K 1.2% 28
2024
Q4 		$1.34M Buy
21,769
+1,618
+8% +$102K 1.08% 29
2024
Q3 		$1.26M Buy
20,151
+847
+4% +$51.1K 1.05% 32
2024
Q2 		$1.11M Buy
19,304
+127
+0.7% +$7.25K 1% 32
2024
Q1 		$1.11M Buy
19,177
+1,363
+8% +$75.7K 1.08% 31
2023
Q4 		$959K Buy
17,814
+4,099
+30% +$208K 1.03% 32
2023
Q3 		$679K Sell
13,715
-1,695
-11% -$87.8K 0.83% 34
2023
Q2 		$794K Buy
15,410
+1,683
+12% +$84.7K 0.91% 34
2023
Q1 		$686K Buy
13,727
+5,747
+72% +$289K 0.86% 34
2022
Q4 		$399K Buy
7,980
+906
+13% +$44.5K 0.55% 55
2022
Q3 		$315K Buy
7,074
+1,450
+26% +$71.4K 0.46% 66
2022
Q2 		$268K Buy
+5,624
New +$284K 0.37% 75

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Fingerlakes Wealth Management's DGRO Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.1% in Q2 2026, buying an estimated $209K and bringing the position to 34,075 shares worth $2.58M. The position accounts for 1.39% of the portfolio, ranked #24.

Fingerlakes Wealth Management first reported a position in DGRO in Q2 2022 and has held it in 17 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Fingerlakes Wealth Management held 34,075 shares of iShares Core Dividend Growth ETF worth $2.58M as of Q2 2026.
  • Fingerlakes Wealth Management bought 2,839 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $209K.
  • iShares Core Dividend Growth ETF made up 1.39% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Fingerlakes Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.