FORM Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FORM Wealth 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	$38.4M	Sell	507,127 -208,317	-29%	-$15.4M	4.23%	7
2026 Q1	$50.2M	Buy	715,444 +124,297	+21%	+$8.91M	5.88%	6
2025 Q4	$41M	Buy	+591,147	New	+$40.6M	4.8%	7
2025 Q2	$39.7M	Sell	621,520 -42,757	-6%	-$2.61M	4.81%	7
2025 Q1	$41M	Buy	+664,277	New	+$41.6M	5.58%	5

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FORM Wealth Advisors's DGRO Position: Q2 2026 in Review

FORM Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 29% in Q2 2026, selling an estimated $15.4M and leaving 507,127 shares worth $38.4M. The position accounts for 4.23% of the portfolio, ranked #7.

FORM Wealth Advisors first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. The position peaked at $50.2M in Q1 2026. 350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

FORM Wealth Advisors held 507,127 shares of iShares Core Dividend Growth ETF worth $38.4M as of Q2 2026.
FORM Wealth Advisors sold 208,317 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.4M.
iShares Core Dividend Growth ETF made up 4.23% of FORM Wealth Advisors's portfolio in Q2 2026, its #7 holding.
FORM Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $50.2M in Q1 2026.
350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.