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

FSB Premier 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
Q1 		$414K Sell
5,898
-42
-0.7% -$3.01K 0.13% 153
2025
Q4 		$412K Buy
5,940
+66
+1% +$4.54K 0.13% 150
2025
Q3 		$400K Sell
5,874
-148
-2% -$9.78K 0.13% 153
2025
Q2 		$385K Buy
6,022
+22
+0.4% +$1.34K 0.14% 148
2025
Q1 		$371K Buy
6,000
+10
+0.2% +$627 0.14% 147
2024
Q4 		$367K Buy
5,990
+783
+15% +$49.4K 0.15% 146
2024
Q3 		$326K Buy
5,207
+1,273
+32% +$76.7K 0.13% 155
2024
Q2 		$227K Buy
3,934
+10
+0.3% +$571 0.1% 167
2024
Q1 		$228K Buy
3,924
+130
+3% +$7.22K 0.11% 167
2023
Q4 		$204K Buy
+3,794
New +$192K 0.1% 167
2022
Q2 		– Sell
-4,037
Closed -$210K – 129
2022
Q1 		$210K Buy
4,037
+399
+11% +$21.3K 0.11% 129
2021
Q4 		$202K Buy
+3,638
New +$194K 0.08% 128

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

FSB Premier Wealth Management's DGRO Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.71% in Q1 2026, selling an estimated $3.01K and leaving 5,898 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #153.

FSB Premier Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 12 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • FSB Premier Wealth Management held 5,898 shares of iShares Core Dividend Growth ETF worth $414K as of Q1 2026.
  • FSB Premier Wealth Management sold 42 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3.01K.
  • iShares Core Dividend Growth ETF made up 0.13% of FSB Premier Wealth Management's portfolio in Q1 2026, its #153 holding.
  • FSB Premier Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.