Focus Partners Advisor Solutions’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Focus Partners Advisor Solutions’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	$4.38M	Sell	57,768 -7,309	-11%	-$539K	0.04%	216
2026 Q1	$4.57M	Buy	65,077 +11,968	+23%	+$858K	0.05%	183
2025 Q4	$3.69M	Buy	53,109 +40,806	+332%	+$2.81M	0.05%	200
2025 Q3	$838K	Buy	12,303 +728	+6%	+$48.1K	0.01%	589
2025 Q2	$740K	Sell	11,575 -259	-2%	-$15.8K	0.01%	536
2025 Q1	$731K	Buy	11,834 +521	+5%	+$32.6K	0.01%	465
2024 Q4	$694K	Buy	11,313 +4,839	+75%	+$305K	0.01%	402
2024 Q3	$406K	Sell	6,474 -83	-1%	-$5K	0.01%	494
2024 Q2	$378K	Buy	6,557 +209	+3%	+$11.9K	0.01%	438
2024 Q1	$369K	Buy	+6,348	New	+$352K	0.01%	418
2023 Q4	–	Sell	-10,164	Closed	-$503K	–	425
2023 Q3	$503K	Buy	10,164 +5,659	+126%	+$293K	0.02%	256
2023 Q2	$232K	Buy	+4,505	New	+$227K	0.01%	336

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

Focus Partners Advisor Solutions's DGRO Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q2 2026, selling an estimated $539K and leaving 57,768 shares worth $4.38M. The position accounts for 0.04% of the portfolio, ranked #216.

Focus Partners Advisor Solutions first reported a position in DGRO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.57M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Focus Partners Advisor Solutions held 57,768 shares of iShares Core Dividend Growth ETF worth $4.38M as of Q2 2026.
Focus Partners Advisor Solutions sold 7,309 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $539K.
iShares Core Dividend Growth ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #216 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's iShares Core Dividend Growth ETF position peaked at $4.57M in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.