First Foundation Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Foundation Advisors’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	$10.9M	Buy	143,182 +8,106	+6%	+$598K	0.39%	48
2026 Q1	$9.48M	Buy	135,076 +55,952	+71%	+$4.01M	0.38%	48
2025 Q4	$5.49M	Buy	79,124 +14,283	+22%	+$982K	0.21%	74
2025 Q3	$4.41M	Buy	64,841 +2,171	+3%	+$143K	0.16%	93
2025 Q2	$4.01M	Buy	62,670 +7,103	+13%	+$433K	0.15%	96
2025 Q1	$3.43M	Buy	55,567 +1,613	+3%	+$101K	0.14%	103
2024 Q4	$3.31M	Buy	53,954 +8,885	+20%	+$561K	0.12%	106
2024 Q3	$2.83M	Buy	45,069 +11,382	+34%	+$686K	0.11%	110
2024 Q2	$1.94M	Buy	33,687 +12,475	+59%	+$713K	0.07%	121
2024 Q1	$1.23M	Sell	21,212 -1,729	-8%	-$96K	0.05%	157
2023 Q4	$1.23M	Buy	22,941 +320	+1%	+$16.2K	0.06%	154
2023 Q3	$1.12M	Buy	22,621 +3,791	+20%	+$196K	0.05%	171
2023 Q2	$970K	Buy	18,830 +3,579	+23%	+$180K	0.04%	179
2023 Q1	$762K	Buy	15,251 +4,069	+36%	+$204K	0.04%	191
2022 Q4	$559K	Buy	11,182 +5,802	+108%	+$285K	0.03%	232
2022 Q3	$239K	Sell	5,380 -901	-14%	-$44.3K	0.01%	317
2022 Q2	$299K	Buy	6,281 +901	+17%	+$45.4K	0.01%	312
2022 Q1	$287K	Hold	5,380	–	–	0.01%	343
2021 Q4	$299K	Sell	5,380 -820	-13%	-$43.8K	0.01%	342
2021 Q3	$311K	Buy	6,200 +500	+9%	+$25.9K	0.01%	343
2021 Q2	$287K	Hold	5,700	–	–	0.01%	368
2021 Q1	$275K	Buy	+5,700	New	+$263K	0.01%	351
2017 Q3	–	Sell	-19,900	Closed	-$623K	–	318
2017 Q2	$623K	Buy	+19,900	New	+$615K	0.04%	184

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 Foundation Advisors's DGRO Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 6% in Q2 2026, buying an estimated $598K and bringing the position to 143,182 shares worth $10.9M. The position accounts for 0.39% of the portfolio, ranked #48.

First Foundation Advisors first reported a position in DGRO in Q2 2017 and has held it in 23 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

First Foundation Advisors held 143,182 shares of iShares Core Dividend Growth ETF worth $10.9M as of Q2 2026.
First Foundation Advisors bought 8,106 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $598K.
iShares Core Dividend Growth ETF made up 0.39% of First Foundation Advisors's portfolio in Q2 2026, its #48 holding.
First Foundation Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 23 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.