FHC
DGRO icon

First Heartland Consultants’s iShares Core Dividend Growth ETF DGRO Stock Holding History

First Heartland Consultants’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 		$5.39M Buy
71,070
+47,569
+202% +$3.51M 0.35% 74
2026
Q1 		$1.65M Buy
23,501
+430
+2% +$30.8K 0.13% 143
2025
Q4 		$1.6M Sell
23,071
-39
-0.2% -$2.68K 0.12% 134
2025
Q3 		$1.57M Buy
23,110
+404
+2% +$26.7K 0.13% 127
2025
Q2 		$1.45M Buy
22,706
+1,307
+6% +$79.7K 0.13% 125
2025
Q1 		$1.32M Buy
21,399
+985
+5% +$61.7K 0.14% 125
2024
Q4 		$1.25M Buy
20,414
+382
+2% +$24.1K 0.13% 134
2024
Q3 		$1.26M Buy
20,032
+1,592
+9% +$96K 0.14% 122
2024
Q2 		$1.06K Sell
18,440
-6,200
-25% -$354K 0.07% 167
2024
Q1 		$1.43M Sell
24,640
-1,402
-5% -$77.8K 0.15% 138
2023
Q4 		$1.4M Buy
26,042
+134
+0.5% +$6.79K 0.17% 120
2023
Q3 		$1.28M Sell
25,908
-213
-0.8% -$11K 0.16% 125
2023
Q2 		$1.35M Buy
26,121
+46
+0.2% +$2.31K 0.17% 119
2023
Q1 		$1.3M Sell
26,075
-189
-0.7% -$9.49K 0.2% 113
2022
Q4 		$1.31M Sell
26,264
-2,568
-9% -$126K 0.21% 107
2022
Q3 		$1.28K Buy
28,832
+102
+0.4% +$5.02K 0.11% 106
2022
Q2 		$1.37M Sell
28,730
-900
-3% -$45.4K 0.21% 97
2022
Q1 		$1.58M Buy
29,630
+9
+0% +$481 0.25% 81
2021
Q4 		$1.65K Buy
29,621
+58
+0.2% +$3.1K 0.06% 82
2021
Q3 		$1.49M Sell
29,563
-633
-2% -$32.8K 0.23% 98
2021
Q2 		$1.52M Buy
30,196
+993
+3% +$49.8K 0.23% 103
2021
Q1 		$1.41M Buy
29,203
+851
+3% +$39.3K 0.22% 105
2020
Q4 		$1.27M Buy
28,352
+92
+0.3% +$3.91K 0.21% 93
2020
Q3 		$1.12M Sell
28,260
-374
-1% -$14.9K 0.21% 89
2020
Q2 		$1.08M Buy
28,634
+4,430
+18% +$161K 0.21% 98
2020
Q1 		$789K Buy
24,204
+4,003
+20% +$157K 0.2% 101
2019
Q4 		$850K Buy
20,201
+2,586
+15% +$105K 0.17% 128
2019
Q3 		$689K Buy
17,615
+992
+6% +$38.2K 0.15% 133
2019
Q2 		$635K Buy
16,623
+4,388
+36% +$164K 0.15% 128
2019
Q1 		$450K Buy
12,235
+817
+7% +$29.1K 0.13% 155
2018
Q4 		$379K Sell
11,418
-7
-0.1% -$246 0.14% 141
2018
Q3 		$423K Buy
11,425
+299
+3% +$10.9K 0.13% 152
2018
Q2 		$381K Buy
11,126
+290
+3% +$9.98K 0.13% 163
2018
Q1 		$367K Sell
10,836
-1,268
-10% -$44.8K 0.11% 191
2017
Q4 		$421K Sell
12,104
-10,254
-46% -$346K 0.13% 178
2017
Q3 		$726K Buy
22,358
+3,607
+19% +$115K 0.18% 158
2017
Q2 		$587K Buy
18,751
+5,067
+37% +$157K 0.15% 177
2017
Q1 		$417K Hold
13,684
– – 0.12% 208
2016
Q4 		$395K Sell
13,684
-2,106
-13% -$59.2K 0.12% 213
2016
Q3 		$436K Hold
15,790
– – 0.13% 185
2016
Q2 		$431 Buy
15,790
+5,064
+47% +$136K 0.05% 171
2016
Q1 		$283K Buy
+10,726
New +$269K 0.11% 201

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

First Heartland Consultants's DGRO Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core Dividend Growth ETF (DGRO) stake by 202% in Q2 2026, buying an estimated $3.51M and bringing the position to 71,070 shares worth $5.39M. The position accounts for 0.35% of the portfolio, ranked #74.

First Heartland Consultants first reported a position in DGRO in Q1 2016 and has held it in 42 quarters since. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • First Heartland Consultants held 71,070 shares of iShares Core Dividend Growth ETF worth $5.39M as of Q2 2026.
  • First Heartland Consultants bought 47,569 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $3.51M.
  • iShares Core Dividend Growth ETF made up 0.35% of First Heartland Consultants's portfolio in Q2 2026, its #74 holding.
  • First Heartland Consultants first reported a position in iShares Core Dividend Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.