Fort Point Capital Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fort Point Capital Partners’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	$1.61M	Buy	21,277 +5,006	+31%	+$369K	0.11%	83
2026 Q1	$1.14M	Sell	16,271 -180	-1%	-$12.9K	0.14%	91
2025 Q4	$1.18M	Buy	16,451 +339	+2%	+$23.3K	0.13%	94
2025 Q3	$1.1M	Sell	16,112 -3,128	-16%	-$207K	0.13%	101
2025 Q2	$1.23M	Buy	19,240 +1,370	+8%	+$83.5K	0.09%	132
2025 Q1	$1.1M	Buy	17,870 +78	+0.4%	+$4.89K	0.12%	116
2024 Q4	$1.09M	Buy	17,792 +94	+0.5%	+$5.93K	0.12%	119
2024 Q3	$1.11M	Buy	17,698 +1,747	+11%	+$105K	0.14%	99
2024 Q2	$919K	Buy	+15,951	New	+$911K	0.12%	123

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

Fort Point Capital Partners's DGRO Position: Q2 2026 in Review

Fort Point Capital Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 31% in Q2 2026, buying an estimated $369K and bringing the position to 21,277 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #83.

Fort Point Capital Partners first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Fort Point Capital Partners held 21,277 shares of iShares Core Dividend Growth ETF worth $1.61M as of Q2 2026.
Fort Point Capital Partners bought 5,006 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $369K.
iShares Core Dividend Growth ETF made up 0.11% of Fort Point Capital Partners's portfolio in Q2 2026, its #83 holding.
Fort Point Capital Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.