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 Q3	$37M	Sell	490,299 -16,828	-3%	-$1.31M	4.13%	7
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

FORM Wealth Advisors's DGRO Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.3% in Q3 2026, selling an estimated $1.31M and leaving 490,299 shares worth $37M. The position accounts for 4.13% of the portfolio, ranked #7.

FORM Wealth Advisors first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.2M in Q1 2026. 861 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

FORM Wealth Advisors held 490,299 shares of iShares Core Dividend Growth ETF worth $37M as of Q3 2026.
FORM Wealth Advisors sold 16,828 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $1.31M.
iShares Core Dividend Growth ETF made up 4.13% of FORM Wealth Advisors's portfolio in Q3 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 6 quarters since.
FORM Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $50.2M in Q1 2026.
861 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.