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DGRO icon

Harbour Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Harbour Investments’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
Q1 		$9.19M Buy
130,943
+49,820
+61% +$3.57M 0.14% 138
2025
Q4 		$5.63M Sell
81,123
-7,075
-8% -$486K 0.11% 167
2025
Q3 		$6M Buy
88,198
+4,928
+6% +$326K 0.14% 130
2025
Q2 		$5.32M Buy
83,270
+5,387
+7% +$328K 0.13% 138
2025
Q1 		$4.81M Buy
77,883
+15,912
+26% +$997K 0.14% 136
2024
Q4 		$3.8M Buy
61,971
+4,279
+7% +$270K 0.11% 161
2024
Q3 		$3.62M Buy
57,692
+1,027
+2% +$61.9K 0.11% 155
2024
Q2 		$3.26M Sell
56,665
-24,565
-30% -$1.4M 0.11% 172
2024
Q1 		$4.72M Sell
81,230
-1,375
-2% -$76.3K 0.17% 115
2023
Q4 		$4.45M Sell
82,605
-37,936
-31% -$1.92M 0.18% 101
2023
Q3 		$5.97M Sell
120,541
-2,477
-2% -$128K 0.3% 61
2023
Q2 		$6.34M Buy
123,018
+40,178
+49% +$2.02M 0.31% 52
2023
Q1 		$4.14M Buy
82,840
+7,186
+9% +$361K 0.23% 75
2022
Q4 		$3.78M Sell
75,654
-32,762
-30% -$1.61M 0.23% 74
2022
Q3 		$5.17M Hold
108,416
– – 0.35% 46
2022
Q2 		$5.17M Buy
+108,416
New +$5.47M 0.35% 46
2021
Q4 		$4.1M Sell
73,806
-29,732
-29% -$1.59M 0.24% 78
2021
Q3 		$5.2M Sell
103,538
-3,536
-3% -$183K 0.17% 115
2021
Q2 		$5.39M Sell
107,074
-36,634
-25% -$1.84M 0.17% 115
2021
Q1 		$6.94M Buy
+143,708
New +$6.64M 0.25% 77

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's DGRO Position: Q1 2026 in Review

Harbour Investments increased its iShares Core Dividend Growth ETF (DGRO) stake by 61% in Q1 2026, buying an estimated $3.57M and bringing the position to 130,943 shares worth $9.19M. The position accounts for 0.14% of the portfolio, ranked #138.

Harbour Investments first reported a position in DGRO in Q1 2021 and has held it in 20 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Harbour Investments held 130,943 shares of iShares Core Dividend Growth ETF worth $9.19M as of Q1 2026.
  • Harbour Investments bought 49,820 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3.57M.
  • iShares Core Dividend Growth ETF made up 0.14% of Harbour Investments's portfolio in Q1 2026, its #138 holding.
  • Harbour Investments first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.