Cauble & Harre Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cauble & Harre 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	$1.15M	Buy	15,180 +1,000	+7%	+$73.8K	0.92%	28
2026 Q1	$1.04M	Hold	14,180	–	–	0.83%	28
2025 Q4	$984K	Buy	+14,180	New	+$975K	0.83%	28

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

Cauble & Harre Wealth Management's DGRO Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.1% in Q2 2026, buying an estimated $73.8K and bringing the position to 15,180 shares worth $1.15M. The position accounts for 0.92% of the portfolio, ranked #28.

Cauble & Harre Wealth Management first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cauble & Harre Wealth Management held 15,180 shares of iShares Core Dividend Growth ETF worth $1.15M as of Q2 2026.
Cauble & Harre Wealth Management bought 1,000 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $73.8K.
iShares Core Dividend Growth ETF made up 0.92% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #28 holding.
Cauble & Harre Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.