Florida Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Florida Financial 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	–	Sell	-3,316	Closed	-$233K	–	369
2026 Q1	$233K	Sell	3,316 -61	-2%	-$4.37K	0.06%	287
2025 Q4	$234K	Sell	3,377 -293	-8%	-$20.1K	0.06%	252
2025 Q3	$250K	Buy	3,670 +2	+0.1%	+$132	0.08%	224
2025 Q2	$235K	Sell	3,668 -1,042	-22%	-$63.5K	0.08%	233
2025 Q1	$290K	Buy	4,710 +612	+15%	+$38.4K	0.11%	179
2024 Q4	$251K	Buy	4,098 +53	+1%	+$3.34K	0.11%	160
2024 Q3	$254K	Buy	4,045 +173	+4%	+$10.4K	0.13%	149
2024 Q2	$223K	Sell	3,872 -2,166	-36%	-$124K	0.13%	129
2024 Q1	$351K	Sell	6,038 -1,564	-21%	-$86.8K	0.26%	71
2023 Q4	$444K	Buy	+7,602	New	+$385K	0.41%	48

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

Florida Financial Advisors's DGRO Position: Q2 2026 in Review

Florida Financial Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,316 shares — an estimated $233K sold.

Florida Financial Advisors first reported a position in DGRO in Q4 2023 and held it in 10 quarters. The position peaked at $444K in Q4 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Florida Financial Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Florida Financial Advisors sold 3,316 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $233K.
Florida Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 10 quarters.
Florida Financial Advisors's iShares Core Dividend Growth ETF position peaked at $444K in Q4 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.