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

Foundations Investment 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	$9.82M	Buy	129,588 +4,422	+4%	+$326K	0.1%	173
2026 Q1	$8.78M	Buy	125,166 +2,486	+2%	+$178K	0.11%	166
2025 Q4	$8.52M	Sell	122,680 -6,211	-5%	-$427K	0.11%	163
2025 Q3	$8.77M	Sell	128,891 -3,561	-3%	-$235K	0.13%	149
2025 Q2	$8.47M	Buy	132,452 +13,457	+11%	+$821K	0.13%	148
2025 Q1	$7.35M	Sell	118,995 -30,096	-20%	-$1.89M	0.14%	151
2024 Q4	$9.15M	Buy	149,091 +4,861	+3%	+$307K	0.18%	114
2024 Q3	$9.04M	Buy	144,230 +5,139	+4%	+$310K	0.19%	107
2024 Q2	$8.01M	Sell	139,091 -18,439	-12%	-$1.05M	0.19%	96
2024 Q1	$9.15M	Buy	157,530 +4,123	+3%	+$229K	0.24%	81
2023 Q4	$8.44M	Sell	153,407 -1,816	-1%	-$92.1K	0.23%	88
2023 Q3	$7.69M	Buy	155,223 +8,184	+6%	+$424K	0.24%	80
2023 Q2	$7.58M	Sell	147,039 -7,852	-5%	-$395K	0.25%	70
2023 Q1	$7.74M	Sell	154,891 -275,402	-64%	-$13.8M	0.28%	65
2022 Q4	$21.5M	Buy	430,293 +50,836	+13%	+$2.5M	0.86%	19
2022 Q3	$16.9M	Buy	379,457 +25,899	+7%	+$1.27M	0.74%	23
2022 Q2	$17M	Buy	353,558 +67,909	+24%	+$3.42M	0.71%	20
2022 Q1	$15M	Buy	285,649 +25,111	+10%	+$1.34M	0.58%	20
2021 Q4	$14.6M	Sell	260,538 -1,496	-0.6%	-$79.8K	0.55%	17
2021 Q3	$13.3M	Buy	262,034 +25,980	+11%	+$1.35M	0.58%	19
2021 Q2	$12.1M	Buy	236,054 +64,926	+38%	+$3.26M	0.58%	25
2021 Q1	$8.4M	Buy	171,128 +55,022	+47%	+$2.54M	0.48%	26
2020 Q4	$5.3M	Buy	116,106 +34,551	+42%	+$1.47M	0.35%	24
2020 Q3	$3.24M	Buy	81,555 +35,173	+76%	+$1.4M	0.71%	23
2020 Q2	$1.75M	Buy	+46,382	New	+$1.69M	0.15%	43
2019 Q3	–	Sell	-6,501	Closed	-$252K	–	136
2019 Q2	$252K	Buy	+6,501	New	+$244K	0.04%	106

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 22.96% 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

Foundations Investment Advisors's DGRO Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $326K and bringing the position to 129,588 shares worth $9.82M. The position accounts for 0.1% of the portfolio, ranked #173.

Foundations Investment Advisors first reported a position in DGRO in Q2 2019 and has held it in 26 quarters since. The position peaked at $21.5M in Q4 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Foundations Investment Advisors held 129,588 shares of iShares Core Dividend Growth ETF worth $9.82M as of Q2 2026.
Foundations Investment Advisors bought 4,422 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $326K.
iShares Core Dividend Growth ETF made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #173 holding.
Foundations Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2019 and has held it in 26 quarters since.
Foundations Investment Advisors's iShares Core Dividend Growth ETF position peaked at $21.5M in Q4 2022.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.