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

Founders Financial Securities’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 		$4.88M Sell
67,503
-6,132
-8% -$440K 0.28% 77
2025
Q4 		$5.11M Buy
73,635
+9,206
+14% +$633K 0.3% 67
2025
Q3 		$4.39M Sell
64,429
-13,449
-17% -$889K 0.3% 70
2025
Q2 		$4.98M Sell
77,878
-11,621
-13% -$709K 0.38% 62
2025
Q1 		$5.34M Buy
+89,499
New +$5.61M 0.45% 48
2024
Q4 		– Sell
-74,371
Closed -$4.66M – 442
2024
Q3 		$4.66M Sell
74,371
-25,236
-25% -$1.52M 0.43% 53
2024
Q2 		$5.74M Buy
99,607
+24,778
+33% +$1.42M 0.54% 44
2024
Q1 		$4.34M Buy
74,829
+24,851
+50% +$1.38M 0.46% 50
2023
Q4 		$2.69M Buy
+49,978
New +$2.53M 0.3% 70
2023
Q1 		– Sell
-64,666
Closed -$3.23M – 322
2022
Q4 		$3.23M Sell
64,666
-342
-0.5% -$16.8K 0.51% 46
2022
Q3 		$2.89M Buy
+65,008
New +$3.2M 0.51% 41
2020
Q1 		– Sell
-60,891
Closed -$2.56M – 128
2019
Q4 		$2.56M Sell
60,891
-116,015
-66% -$4.69M 0.87% 29
2019
Q3 		$6.92M Sell
176,906
-58,000
-25% -$2.23M 2.21% 19
2019
Q2 		$8.97M Buy
234,906
+117,040
+99% +$4.39M 2.95% 12
2019
Q1 		$4.33M Buy
117,866
+78,599
+200% +$2.8M 1.37% 21
2018
Q4 		$1.3M Sell
39,267
-5,931
-13% -$208K 0.47% 38
2018
Q3 		$1.68M Buy
45,198
+4,530
+11% +$165K 0.47% 36
2018
Q2 		$1.39M Buy
+40,668
New +$1.4M 0.43% 40

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Founders Financial Securities's DGRO Position: Q1 2026 in Review

Founders Financial Securities reduced its iShares Core Dividend Growth ETF (DGRO) stake by 8.3% in Q1 2026, selling an estimated $440K and leaving 67,503 shares worth $4.88M. The position accounts for 0.28% of the portfolio, ranked #77.

Founders Financial Securities first reported a position in DGRO in Q2 2018 and has held it in 18 quarters since. The position peaked at $8.97M in Q2 2019. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Founders Financial Securities held 67,503 shares of iShares Core Dividend Growth ETF worth $4.88M as of Q1 2026.
  • Founders Financial Securities sold 6,132 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $440K.
  • iShares Core Dividend Growth ETF made up 0.28% of Founders Financial Securities's portfolio in Q1 2026, its #77 holding.
  • Founders Financial Securities first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 18 quarters since.
  • Founders Financial Securities's iShares Core Dividend Growth ETF position peaked at $8.97M in Q2 2019.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.