FSC Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FSC Wealth Advisors’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	–	Sell	-43,173	Closed	-$3M	–	15
2025 Q4	$3M	Hold	43,173	–	–	4.86%	6
2025 Q3	$2.94M	Hold	43,173	–	–	1.7%	18
2025 Q2	$2.76M	Hold	43,173	–	–	1.74%	16
2025 Q1	$2.67M	Hold	43,173	–	–	1.75%	16
2024 Q4	$2.65M	Hold	43,173	–	–	1.7%	18
2024 Q3	$2.71M	Buy	+43,173	New	+$2.6M	1.94%	18
2022 Q4	–	Sell	-800	Closed	-$36K	–	177
2022 Q3	$36K	Hold	800	–	–	0.35%	53
2022 Q2	$38K	Sell	800 -167	-17%	-$8.42K	0.34%	57
2022 Q1	$52K	Buy	967 +13	+1%	+$694	0.05%	65
2021 Q4	$53K	Buy	+954	New	+$50.9K	0.04%	72

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC Wealth Advisors's DGRO Position: Q1 2026 in Review

FSC Wealth Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 43,173 shares — an estimated $3M sold.

FSC Wealth Advisors first reported a position in DGRO in Q4 2021 and held it in 10 quarters. The position peaked at $3M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

FSC Wealth Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
FSC Wealth Advisors sold 43,173 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3M.
FSC Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 10 quarters.
FSC Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $3M in Q4 2025.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.