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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fort Point Capital Partners's DGRO Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q1 2026, selling an estimated $12.9K and leaving 16,271 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #91.

Fort Point Capital Partners first reported a position in DGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Fort Point Capital Partners held 16,271 shares of iShares Core Dividend Growth ETF worth $1.14M as of Q1 2026.
Fort Point Capital Partners sold 180 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $12.9K.
iShares Core Dividend Growth ETF made up 0.14% of Fort Point Capital Partners's portfolio in Q1 2026, its #91 holding.
Fort Point Capital Partners first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 8 quarters since.
Fort Point Capital Partners's iShares Core Dividend Growth ETF position peaked at $1.23M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.