Hazlett, Burt & Watson
DGRO icon

Hazlett, Burt & Watson’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$2.32M Sell
30,762
-1,333
-4% -$104K 0.6% 36
2026
Q2 		$2.43M Sell
32,095
-2,952
-8% -$218K 0.65% 34
2026
Q1 		$2.46M Sell
35,047
-2,363
-6% -$169K 0.77% 25
2025
Q4 		$2.6M Sell
37,410
-2,777
-7% -$191K 0.83% 22
2025
Q3 		$2.73M Buy
40,187
+54
+0.1% +$3.57K 0.96% 18
2025
Q2 		$2.56M Sell
40,133
-2,066
-5% -$126K 1.05% 18
2025
Q1 		$2.6M Sell
42,199
-494
-1% -$31K 1.17% 13
2024
Q4 		$2.62M Sell
42,693
-694
-2% -$43.8K 1.16% 14
2024
Q3 		$2.72M Sell
43,387
-1,913
-4% -$115K 1.25% 13
2024
Q2 		$2.61M Sell
45,300
-355
-0.8% -$20.3K 1.35% 9
2024
Q1 		$2.65M Buy
45,655
+558
+1% +$31K 1.59% 8
2023
Q4 		$2.43M Buy
45,097
+62
+0.1% +$3.14K 1.64% 8
2023
Q3 		$2.23M Buy
45,035
+1,059
+2% +$54.8K 1.66% 10
2023
Q2 		$2.27M Buy
43,976
+195
+0.4% +$9.8K 1.69% 11
2023
Q1 		$2.19M Buy
43,781
+5,659
+15% +$284K 1.79% 11
2022
Q4 		$1.91M Buy
38,122
+7,058
+23% +$346K 1.68% 10
2022
Q3 		$1.38M Buy
31,064
+7,921
+34% +$390K 1.34% 13
2022
Q2 		$1.1M Buy
23,143
+8,624
+59% +$435K 1.01% 19
2022
Q1 		$776K Buy
+14,519
New +$775K 0.62% 34

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hazlett, Burt & Watson's DGRO Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.2% in Q3 2026, selling an estimated $104K and leaving 30,762 shares worth $2.32M. The position accounts for 0.6% of the portfolio, ranked #36.

Hazlett, Burt & Watson first reported a position in DGRO in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.73M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Hazlett, Burt & Watson held 30,762 shares of iShares Core Dividend Growth ETF worth $2.32M as of Q3 2026.
  • Hazlett, Burt & Watson sold 1,333 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $104K.
  • iShares Core Dividend Growth ETF made up 0.6% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #36 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares Core Dividend Growth ETF position peaked at $2.73M in Q3 2025.
  • 1,160 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.