FWM
DGRO icon

Forza Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Forza Wealth 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 		$2.86M Hold
37,693
– – 0.88% 31
2026
Q1 		$2.65M Hold
37,693
– – 0.92% 30
2025
Q4 		$2.62M Hold
37,693
– – 0.95% 30
2025
Q3 		$2.57M Buy
37,693
+395
+1% +$26.1K 0.98% 29
2025
Q2 		$2.38M Sell
37,298
-13,795
-27% -$841K 0.98% 30
2025
Q1 		$3.16M Sell
51,093
-900
-2% -$56.4K 1.42% 21
2024
Q4 		$3.19M Buy
51,993
+40
+0.1% +$2.52K 1.45% 18
2024
Q3 		$3.26M Sell
51,953
-200
-0.4% -$12.1K 1.49% 14
2024
Q2 		$3M Buy
52,153
+18,150
+53% +$1.04M 1.55% 15
2024
Q1 		$1.97M Buy
34,003
+1,940
+6% +$108K 1.03% 25
2023
Q4 		$1.73M Buy
32,063
+27,400
+588% +$1.39M 0.95% 27
2023
Q3 		$231K Buy
+4,663
New +$241K 0.12% 168

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Forza Wealth Management's DGRO Position: Q2 2026 in Review

Forza Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 37,693 shares worth $2.86M. The position accounts for 0.88% of the portfolio, ranked #31.

Forza Wealth Management first reported a position in DGRO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q3 2024. 277 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Forza Wealth Management held 37,693 shares of iShares Core Dividend Growth ETF worth $2.86M as of Q2 2026.
  • Forza Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.88% of Forza Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Forza Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Forza Wealth Management's iShares Core Dividend Growth ETF position peaked at $3.26M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.