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 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 $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

Fortis Advisors's DGRO Position: Q1 2026 in Review

Fortis Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 29% in Q1 2026, buying an estimated $105K and bringing the position to 6,504 shares worth $456K. The position accounts for 0.23% of the portfolio, ranked #72.

Fortis Advisors first reported a position in DGRO in Q1 2023 and has held it in 8 quarters since. The position peaked at $470K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Fortis Advisors held 6,504 shares of iShares Core Dividend Growth ETF worth $456K as of Q1 2026.
Fortis Advisors bought 1,462 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $105K.
iShares Core Dividend Growth ETF made up 0.23% of Fortis Advisors's portfolio in Q1 2026, its #72 holding.
Fortis Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 8 quarters since.
Fortis Advisors's iShares Core Dividend Growth ETF position peaked at $470K in Q4 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.