Future Financial Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Future Financial 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	$411K	Buy	5,325 +1	+0%	+$74	0.26%	66
2026 Q1	$385K	Buy	5,324 +2	+0%	+$143	0.25%	75
2025 Q4	$375K	Sell	5,322 -80	-1%	-$5.5K	0.25%	76
2025 Q3	$368K	Buy	5,402 +7	+0.1%	+$463	0.23%	79
2025 Q2	$345K	Sell	5,395 -11	-0.2%	-$671	0.24%	79
2025 Q1	$334K	Sell	5,406 -496	-8%	-$31.1K	0.24%	75
2024 Q4	$362K	Sell	5,902 -10	-0.2%	-$631	0.26%	72
2024 Q3	$371K	Sell	5,912 -36	-0.6%	-$2.17K	0.26%	76
2024 Q2	$343K	Sell	5,948 -4,456	-43%	-$255K	0.3%	75
2024 Q1	$604K	Sell	10,404 -325	-3%	-$18K	0.46%	44
2023 Q4	$577K	Buy	10,729 +33	+0.3%	+$1.67K	0.57%	44
2023 Q3	$530K	Sell	10,696 -57	-0.5%	-$2.95K	0.59%	44
2023 Q2	$554K	Sell	10,753 -566	-5%	-$28.5K	0.58%	43
2023 Q1	$569K	Sell	11,319 -9,435	-45%	-$474K	0.63%	45
2022 Q4	$1.04M	Buy	20,754 +198	+1%	+$9.72K	1.18%	30
2022 Q3	$979K	Buy	20,556 +222	+1%	+$10.9K	1.13%	28
2022 Q2	$1.09M	Hold	20,334	–	–	1.06%	28
2022 Q1	$1.09M	Buy	20,334 +652	+3%	+$34.8K	0.9%	28
2021 Q4	$1.09M	Buy	19,682 +1,468	+8%	+$78.3K	0.88%	30
2021 Q3	$917K	Hold	18,214	–	–	0.94%	38
2021 Q2	$917K	Buy	18,214 +5,870	+48%	+$295K	0.94%	38
2021 Q1	$596K	Buy	12,344 +1,858	+18%	+$85.9K	0.69%	48
2020 Q4	$470K	Buy	+10,486	New	+$446K	0.54%	58

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

Future Financial Wealth Management's DGRO Position: Q2 2026 in Review

Future Financial Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 5,325 shares worth $411K. The position accounts for 0.26% of the portfolio, ranked #66.

Future Financial Wealth Management first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Future Financial Wealth Management held 5,325 shares of iShares Core Dividend Growth ETF worth $411K as of Q2 2026.
Future Financial Wealth Management bought 1 iShares Core Dividend Growth ETF share in Q2 2026, an estimated $74.
iShares Core Dividend Growth ETF made up 0.26% of Future Financial Wealth Management's portfolio in Q2 2026, its #66 holding.
Future Financial Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's iShares Core Dividend Growth ETF position peaked at $1.09M in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.