FWL Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

FWL Investment 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	$242K	Sell	3,189 -101	-3%	-$7.45K	0.04%	106
2026 Q1	$231K	Buy	3,290 +232	+8%	+$16.6K	0.05%	100
2025 Q4	$212K	Sell	3,058 -137	-4%	-$9.42K	0.05%	85
2025 Q3	$218K	Sell	3,195 -1,739	-35%	-$115K	0.06%	82
2025 Q2	$315K	Sell	4,934 -919	-16%	-$56K	0.1%	74
2025 Q1	$362K	Sell	5,853 -1,886	-24%	-$118K	0.13%	67
2024 Q4	$475K	Sell	7,739 -1,394	-15%	-$87.9K	0.17%	61
2024 Q3	$573K	Buy	9,133 +8,913	+4,051%	+$537K	0.22%	55
2024 Q2	$12.7K	Buy	+220	New	+$12.6K	0.01%	177

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

FWL Investment Management's DGRO Position: Q2 2026 in Review

FWL Investment Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.1% in Q2 2026, selling an estimated $7.45K and leaving 3,189 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #106.

FWL Investment Management first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. The position peaked at $573K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

FWL Investment Management held 3,189 shares of iShares Core Dividend Growth ETF worth $242K as of Q2 2026.
FWL Investment Management sold 101 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.45K.
iShares Core Dividend Growth ETF made up 0.04% of FWL Investment Management's portfolio in Q2 2026, its #106 holding.
FWL Investment Management first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
FWL Investment Management's iShares Core Dividend Growth ETF position peaked at $573K in Q3 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.