First Business Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Business Financial Services’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	$58.6M	Buy	835,155 +13,111	+2%	+$940K	5.21%	5
2025 Q4	$57.1M	Sell	822,044 -1,982	-0.2%	-$136K	5.24%	5
2025 Q3	$56.1M	Sell	824,026 -113,024	-12%	-$7.47M	5.15%	5
2025 Q2	$59.9M	Buy	937,050 +670	+0.1%	+$40.9K	5.4%	5
2025 Q1	$57.8M	Buy	936,380 +31,879	+4%	+$2M	5.69%	5
2024 Q4	$55.5M	Buy	904,501 +6,006	+0.7%	+$379K	5.49%	5
2024 Q3	$56.3M	Buy	898,495 +10,279	+1%	+$620K	5.64%	5
2024 Q2	$51.2M	Sell	888,216 -22,145	-2%	-$1.27M	5.42%	5
2024 Q1	$52.9M	Buy	910,361 +11,206	+1%	+$622K	5.67%	5
2023 Q4	$48.4M	Sell	899,155 -1,135	-0.1%	-$57.6K	5.63%	5
2023 Q3	$44.6M	Buy	900,290 +43	+0%	+$2.23K	5.68%	5
2023 Q2	$46.4M	Sell	900,247 -18,204	-2%	-$916K	5.72%	5
2023 Q1	$45.9M	Buy	918,451 +51,020	+6%	+$2.56M	5.76%	6
2022 Q4	$43.4M	Sell	867,431 -52,955	-6%	-$2.6M	5.83%	6
2022 Q3	$40.9M	Buy	920,386 +13,354	+1%	+$657K	5.84%	6
2022 Q2	$43.2M	Buy	+907,032	New	+$45.7M	5.82%	6

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 $71.6B AUM 21.08% 1-Year Est. Return

First Business Financial Services's DGRO Position: Q1 2026 in Review

First Business Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q1 2026, buying an estimated $940K and bringing the position to 835,155 shares worth $58.6M. The position accounts for 5.21% of the portfolio, ranked #5.

First Business Financial Services first reported a position in DGRO in Q2 2022 and has held it in 16 quarters since. The position peaked at $59.9M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

First Business Financial Services held 835,155 shares of iShares Core Dividend Growth ETF worth $58.6M as of Q1 2026.
First Business Financial Services bought 13,111 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $940K.
iShares Core Dividend Growth ETF made up 5.21% of First Business Financial Services's portfolio in Q1 2026, its #5 holding.
First Business Financial Services first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 16 quarters since.
First Business Financial Services's iShares Core Dividend Growth ETF position peaked at $59.9M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.