Beaird Harris Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Beaird Harris 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	$33.8K	Sell	446 -50	-10%	-$3.69K	﹤0.01%	294
2026 Q1	$34.8K	Hold	496	–	–	﹤0.01%	276
2025 Q4	$34.4K	Hold	496	–	–	﹤0.01%	290
2025 Q3	$33.8K	Hold	496	–	–	﹤0.01%	291
2025 Q2	$31.7K	Buy	+496	New	+$30.2K	﹤0.01%	296

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

Beaird Harris Wealth Management's DGRO Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q2 2026, selling an estimated $3.69K and leaving 446 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Beaird Harris Wealth Management first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.8K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Beaird Harris Wealth Management held 446 shares of iShares Core Dividend Growth ETF worth $33.8K as of Q2 2026.
Beaird Harris Wealth Management sold 50 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.69K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #294 holding.
Beaird Harris Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
Beaird Harris Wealth Management's iShares Core Dividend Growth ETF position peaked at $34.8K in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.