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 Q2	$447K	Hold	5,898	–	–	0.13%	155
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 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

FSB Premier Wealth Management's DGRO Position: Q2 2026 in Review

FSB Premier Wealth Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 5,898 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #155.

FSB Premier Wealth Management first reported a position in DGRO in Q4 2021 and has held it in 13 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

FSB Premier Wealth Management held 5,898 shares of iShares Core Dividend Growth ETF worth $447K as of Q2 2026.
FSB Premier Wealth Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.13% of FSB Premier Wealth Management's portfolio in Q2 2026, its #155 holding.
FSB Premier Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 13 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.