DGRO — iShares Core Dividend Growth ETF

Ownership history in FC Advisory LLC · 38 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in iShares Core Dividend Growth ETF (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

4.15% (2022 Q1)

Avg. % of fund

3.57%

First filed

2016 Q3

Last filed

2025 Q4

Quarters held

38

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	193,641	+2,651	+1.4%	3.86%	$13.4M	$69.10
2025 Q3	ADDED	190,990	+2,430	+1.3%	3.80%	$13.0M	$67.33
2025 Q2	ADDED	188,560	+460	+0.2%	3.72%	$12.1M	$62.89
2025 Q1	ADDED	188,100	+6,647	+3.7%	3.93%	$11.6M	$60.45

% of Fund (quarterly) DGRO price (monthly, adj. close)

Other funds also holding DGRO

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 22.53% truNorth Financial Services, Inc. 15.87% 46 Peaks LLC 13.36% Altus Wealth Management, LLC 3Y 13.17% Gratus Wealth Advisors, LLC 12.08% Alliance Wealth Advisors, LLC 3Y 11.68% Meridian Financial Partners LLC 3Y 7Y 10.46% Silver Coast Investments LLC 10.37% Objectivity Squared, LLC 10.33% KOM Wealth Management Group, LLC 3Y 9.64%

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