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Forthright Family Wealth Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Forthright Family Wealth Advisory’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
2025
Q4 		– Sell
-3,044
Closed -$207K – 48
2025
Q3 		$207K Buy
+3,044
New +$201K 0.13% 54

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Forthright Family Wealth Advisory's DGRO Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 3,044 shares — an estimated $207K sold.

Forthright Family Wealth Advisory first reported a position in DGRO in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 3,044 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $207K.
  • Forthright Family Wealth Advisory first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 1 quarter.
  • Forthright Family Wealth Advisory's iShares Core Dividend Growth ETF position peaked at $207K in Q3 2025.
  • 1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.