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

Fortis 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	$406K	Sell	5,359 -1,145	-18%	-$84.5K	0.19%	80
2026 Q1	$456K	Buy	6,504 +1,462	+29%	+$105K	0.23%	72
2025 Q4	$350K	Sell	5,042 -213	-4%	-$14.6K	0.19%	85
2025 Q3	$358K	Sell	5,255 -1,944	-27%	-$128K	0.2%	83
2025 Q2	$460K	Buy	7,199 +947	+15%	+$57.7K	0.29%	64
2025 Q1	$386K	Sell	6,252 -1,412	-18%	-$88.5K	0.25%	72
2024 Q4	$470K	Buy	7,664 +1,288	+20%	+$81.3K	0.31%	61
2024 Q3	$400K	Buy	+6,376	New	+$384K	0.26%	66
2023 Q2	–	Sell	-141	Closed	-$7.05K	–	133
2023 Q1	$7.05K	Buy	+141	New	+$7.08K	﹤0.01%	216

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 22.9% 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

Fortis Advisors's DGRO Position: Q2 2026 in Review

Fortis Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q2 2026, selling an estimated $84.5K and leaving 5,359 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #80.

Fortis Advisors first reported a position in DGRO in Q1 2023 and has held it in 9 quarters since. The position peaked at $470K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Fortis Advisors held 5,359 shares of iShares Core Dividend Growth ETF worth $406K as of Q2 2026.
Fortis Advisors sold 1,145 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $84.5K.
iShares Core Dividend Growth ETF made up 0.19% of Fortis Advisors's portfolio in Q2 2026, its #80 holding.
Fortis Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 9 quarters since.
Fortis Advisors's iShares Core Dividend Growth ETF position peaked at $470K in Q4 2024.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.