Founders Financial Alliance’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Founders Financial Alliance’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	$236K	Buy	3,112 +3	+0.1%	+$221	0.03%	396
2026 Q1	$218K	Buy	3,109 +36	+1%	+$2.58K	0.04%	371
2025 Q4	$213K	Sell	3,073 -397	-11%	-$27.3K	0.04%	342
2025 Q3	$236K	Sell	3,470 -42	-1%	-$2.78K	0.04%	338
2025 Q2	$225K	Buy	3,512 +34	+1%	+$2.07K	0.05%	298
2025 Q1	$215K	Buy	3,478 +3	+0.1%	+$188	0.05%	324
2024 Q4	$213K	Sell	3,475 -144	-4%	-$9.09K	0.06%	265
2024 Q3	$227K	Buy	3,619 +19	+0.5%	+$1.15K	0.06%	262
2024 Q2	$207K	Buy	3,600 +3	+0.1%	+$171	0.06%	258
2024 Q1	$209K	Sell	3,597 -87	-2%	-$4.83K	0.06%	254
2023 Q4	$198K	Buy	3,684 +9	+0.2%	+$456	0.08%	244
2023 Q3	$182K	Sell	3,675 -37	-1%	-$1.92K	0.08%	231
2023 Q2	$191K	Buy	3,712 +84	+2%	+$4.22K	0.08%	252
2023 Q1	$181K	Buy	3,628 +3	+0.1%	+$151	0.09%	209
2022 Q4	$181K	Sell	3,625 -3,446	-49%	-$169K	0.08%	229
2022 Q3	$314K	Buy	7,071 +4	+0.1%	+$197	0.16%	143
2022 Q2	$337K	Buy	7,067 +3	+0%	+$151	0.17%	138
2022 Q1	$377K	Buy	7,064 +152	+2%	+$8.12K	0.17%	133
2021 Q4	$384K	Sell	6,912 -147	-2%	-$7.84K	0.15%	149
2021 Q3	$355K	Buy	7,059 +547	+8%	+$28.3K	0.17%	140
2021 Q2	$327K	Sell	6,512 -88	-1%	-$4.42K	0.15%	157
2021 Q1	$332K	Buy	6,600 +377	+6%	+$17.4K	0.16%	142
2020 Q4	$280K	Hold	6,223	–	–	0.16%	146
2020 Q3	$253K	Buy	+6,223	New	+$247K	0.15%	127

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

Founders Financial Alliance's DGRO Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.1% in Q2 2026, buying an estimated $221 and bringing the position to 3,112 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #396.

Founders Financial Alliance first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $384K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Founders Financial Alliance held 3,112 shares of iShares Core Dividend Growth ETF worth $236K as of Q2 2026.
Founders Financial Alliance bought 3 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $221.
iShares Core Dividend Growth ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #396 holding.
Founders Financial Alliance first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares Core Dividend Growth ETF position peaked at $384K in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.