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Forum Financial Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Forum Financial Management’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 		– Sell
-3,676
Closed -$258K – 356
2026
Q1 		$258K Buy
3,676
+629
+21% +$45.1K ﹤0.01% 276
2025
Q4 		$212K Hold
3,047
– – ﹤0.01% 941
2025
Q3 		$207K Buy
+3,047
New +$201K ﹤0.01% 953

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

Forum Financial Management's DGRO Position: Q2 2026 in Review

Forum Financial Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,676 shares — an estimated $258K sold.

Forum Financial Management first reported a position in DGRO in Q3 2025 and held it in 3 quarters. The position peaked at $258K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Forum Financial Management reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,676 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $258K.
  • Forum Financial Management first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 3 quarters.
  • Forum Financial Management's iShares Core Dividend Growth ETF position peaked at $258K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.