Harbor Asset Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Harbor Asset Planning’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	$128K	Buy	1,685 +8	+0.5%	+$590	0.1%	125
2026 Q1	$118K	Buy	1,677 +8	+0.5%	+$574	0.1%	121
2025 Q4	$116K	Buy	1,669 +11	+0.7%	+$756	0.1%	120
2025 Q3	$113K	Buy	1,658 +1	+0.1%	+$66	0.1%	125
2025 Q2	$106K	Buy	+1,657	New	+$101K	0.1%	126

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

Harbor Asset Planning's DGRO Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.48% in Q2 2026, buying an estimated $590 and bringing the position to 1,685 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #125.

Harbor Asset Planning first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Harbor Asset Planning held 1,685 shares of iShares Core Dividend Growth ETF worth $128K as of Q2 2026.
Harbor Asset Planning bought 8 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $590.
iShares Core Dividend Growth ETF made up 0.1% of Harbor Asset Planning's portfolio in Q2 2026, its #125 holding.
Harbor Asset Planning first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.