First National Advisers’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First National Advisers’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	–	Sell	-4,555	Closed	-$316K	–	244
2025 Q4	$316K	Hold	4,555	–	–	0.04%	203
2025 Q3	$310K	Buy	4,555 +775	+21%	+$51.2K	0.04%	204
2025 Q2	$242K	Hold	3,780	–	–	0.04%	207
2025 Q1	$234K	Hold	3,780	–	–	0.04%	206
2024 Q4	$232K	Hold	3,780	–	–	0.04%	165
2024 Q3	$237K	Buy	3,780 +25	+0.7%	+$1.51K	0.04%	208
2024 Q2	$216K	Buy	+3,755	New	+$214K	0.04%	208

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 National Advisers's DGRO Position: Q1 2026 in Review

First National Advisers sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 4,555 shares — an estimated $316K sold.

First National Advisers first reported a position in DGRO in Q2 2024 and held it in 7 quarters. The position peaked at $316K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

First National Advisers reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
First National Advisers sold 4,555 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $316K.
First National Advisers first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and held it in 7 quarters.
First National Advisers's iShares Core Dividend Growth ETF position peaked at $316K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.