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Fort Sheridan Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fort Sheridan 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 		$1.04M Buy
13,744
+1,986
+17% +$147K 0.11% 123
2026
Q1 		$825K Buy
11,758
+1,003
+9% +$71.9K 0.1% 133
2025
Q4 		$747K Buy
10,755
+73
+0.7% +$5.02K 0.09% 131
2025
Q3 		$727K Buy
10,682
+456
+4% +$30.1K 0.1% 132
2025
Q2 		$654K Sell
10,226
-1,217
-11% -$74.2K 0.09% 133
2025
Q1 		$707K Buy
11,443
+69
+0.6% +$4.32K 0.11% 126
2024
Q4 		$698K Buy
11,374
+223
+2% +$14.1K 0.1% 129
2024
Q3 		$699K Buy
11,151
+80
+0.7% +$4.82K 0.11% 125
2024
Q2 		$638K Sell
11,071
-566
-5% -$32.3K 0.1% 125
2024
Q1 		$676K Buy
11,637
+2,000
+21% +$111K 0.13% 110
2023
Q4 		$519K Hold
9,637
– – 0.1% 121
2023
Q3 		$477K Hold
9,637
– – 0.11% 118
2023
Q2 		$497K Buy
9,637
+345
+4% +$17.4K 0.11% 118
2023
Q1 		$465K Hold
9,292
– – 0.12% 119
2022
Q4 		$465K Buy
9,292
+908
+11% +$44.6K 0.15% 110
2022
Q3 		$373K Buy
8,384
+566
+7% +$27.9K 0.13% 119
2022
Q2 		$372K Buy
7,818
+1,132
+17% +$57.1K 0.12% 116
2022
Q1 		$357K Buy
+6,686
New +$357K 0.1% 127
2020
Q3 		– Sell
-5,370
Closed -$202K – 115
2020
Q2 		$202K Buy
+5,370
New +$195K 0.12% 97
2020
Q1 		– Sell
-6,290
Closed -$265K – 104
2019
Q4 		$265K Hold
6,290
– – 0.14% 88
2019
Q3 		$246K Hold
6,290
– – 0.14% 81
2019
Q2 		$240K Hold
6,290
– – 0.14% 80
2019
Q1 		$231K Buy
+6,290
New +$224K 0.15% 76

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

Fort Sheridan Advisors's DGRO Position: Q2 2026 in Review

Fort Sheridan Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 17% in Q2 2026, buying an estimated $147K and bringing the position to 13,744 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #123.

Fort Sheridan Advisors first reported a position in DGRO in Q1 2019 and has held it in 23 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Fort Sheridan Advisors held 13,744 shares of iShares Core Dividend Growth ETF worth $1.04M as of Q2 2026.
  • Fort Sheridan Advisors bought 1,986 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Core Dividend Growth ETF made up 0.11% of Fort Sheridan Advisors's portfolio in Q2 2026, its #123 holding.
  • Fort Sheridan Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.