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FourThought Financial Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FourThought Financial Partners’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 		$15.8M Sell
225,324
-110,027
-33% -$7.89M 1.36% 21
2025
Q4 		$23.3M Buy
335,351
+171,633
+105% +$11.8M 1.97% 7
2025
Q3 		$11.1M Buy
163,718
+9,558
+6% +$632K 0.98% 32
2025
Q2 		$9.86M Buy
154,160
+11,846
+8% +$722K 0.97% 35
2025
Q1 		$8.79M Sell
142,314
-30,411
-18% -$1.91M 0.92% 33
2024
Q4 		$10.6M Buy
172,725
+43,740
+34% +$2.76M 1.1% 25
2024
Q3 		$8.09M Sell
128,985
-10,410
-7% -$628K 0.96% 38
2024
Q2 		$8.03M Buy
139,395
+47,009
+51% +$2.69M 1.03% 33
2024
Q1 		$5.36M Sell
92,386
-30,023
-25% -$1.67M 0.61% 49
2023
Q4 		$6.59M Buy
122,409
+53,511
+78% +$2.71M 0.83% 39
2023
Q3 		$3.41M Sell
68,898
-22,136
-24% -$1.15M 0.48% 60
2023
Q2 		$4.69M Sell
91,034
-3,062
-3% -$154K 0.62% 45
2023
Q1 		$4.7M Sell
94,096
-128,033
-58% -$6.43M 0.65% 46
2022
Q4 		$11.1M Buy
+222,129
New +$10.9M 1.61% 17

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

FourThought Financial Partners's DGRO Position: Q1 2026 in Review

FourThought Financial Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 33% in Q1 2026, selling an estimated $7.89M and leaving 225,324 shares worth $15.8M. The position accounts for 1.36% of the portfolio, ranked #21.

FourThought Financial Partners first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.3M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • FourThought Financial Partners held 225,324 shares of iShares Core Dividend Growth ETF worth $15.8M as of Q1 2026.
  • FourThought Financial Partners sold 110,027 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $7.89M.
  • iShares Core Dividend Growth ETF made up 1.36% of FourThought Financial Partners's portfolio in Q1 2026, its #21 holding.
  • FourThought Financial Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's iShares Core Dividend Growth ETF position peaked at $23.3M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.