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 Q2	$63.6M	Buy	839,061 +3,906	+0.5%	+$288K	4.93%	6
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 $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

First Business Financial Services's DGRO Position: Q2 2026 in Review

First Business Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.47% in Q2 2026, buying an estimated $288K and bringing the position to 839,061 shares worth $63.6M. The position accounts for 4.93% of the portfolio, ranked #6.

First Business Financial Services first reported a position in DGRO in Q2 2022 and has held it in 17 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

First Business Financial Services held 839,061 shares of iShares Core Dividend Growth ETF worth $63.6M as of Q2 2026.
First Business Financial Services bought 3,906 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $288K.
iShares Core Dividend Growth ETF made up 4.93% of First Business Financial Services's portfolio in Q2 2026, its #6 holding.
First Business Financial Services first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.