Focus Partners Wealth
DGRO icon

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

Focus Partners Wealth’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 		$48.5M Sell
639,958
-4,888
-0.8% -$361K 0.05% 319
2026
Q1 		$45.3M Sell
644,846
-30,310
-4% -$2.17M 0.05% 311
2025
Q4 		$46.3M Buy
675,156
+33,473
+5% +$2.3M 0.05% 301
2025
Q3 		$43.7M Sell
641,683
-197
-0% -$13K 0.07% 232
2025
Q2 		$41M Buy
641,880
+4,953
+0.8% +$302K 0.09% 214
2025
Q1 		$39.3M Sell
636,927
-169,977
-21% -$10.7M 0.1% 204
2024
Q4 		$49.5M Buy
806,904
+292,127
+57% +$18.4M 0.13% 163
2024
Q3 		$32.3M Buy
514,777
+238,100
+86% +$14.4M 0.1% 194
2024
Q2 		$15.9M Buy
276,677
+235,596
+573% +$13.5M 0.05% 277
2024
Q1 		$2.38M Buy
41,081
+19,420
+90% +$1.08M 0.02% 448
2023
Q4 		$1.17M Buy
+21,661
New +$1.1M 0.02% 427

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Focus Partners Wealth's DGRO Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.76% in Q2 2026, selling an estimated $361K and leaving 639,958 shares worth $48.5M. The position accounts for 0.05% of the portfolio, ranked #319.

Focus Partners Wealth first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.5M in Q4 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Focus Partners Wealth held 639,958 shares of iShares Core Dividend Growth ETF worth $48.5M as of Q2 2026.
  • Focus Partners Wealth sold 4,888 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $361K.
  • iShares Core Dividend Growth ETF made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #319 holding.
  • Focus Partners Wealth first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Core Dividend Growth ETF position peaked at $49.5M in Q4 2024.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.