Fulton Breakefield Broenniman’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Fulton Breakefield Broenniman’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	$209K	Buy	+2,758	New	+$203K	0.01%	197

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

Fulton Breakefield Broenniman's DGRO Position: Q2 2026 in Review

Fulton Breakefield Broenniman opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,758 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Fulton Breakefield Broenniman held 2,758 shares of iShares Core Dividend Growth ETF worth $209K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Fulton Breakefield Broenniman position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #197 holding.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.