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Bellars Harris Wealth Management, LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$214K Buy
+2,830
New +$209K 0.04% 93

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Commonwealth Equity Services
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PNC Financial Services Group
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
VIA
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Truist Financial
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Bellars Harris Wealth Management, LLC's DGRO Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,830 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #93 among its holdings.

901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 2,830 shares of iShares Core Dividend Growth ETF worth $214K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.04% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #93 holding.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.