HWA
DGRO icon

Heartwood Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Heartwood Wealth Advisors’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 		$233K Hold
3,094
– – 0.02% 209
2026
Q2 		$234K Hold
3,094
– – 0.02% 220
2026
Q1 		$217K Buy
+3,094
New +$222K 0.02% 216

Other funds holding DGRO

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Heartwood Wealth Advisors's DGRO Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 3,094 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #209.

Heartwood Wealth Advisors first reported a position in DGRO in Q1 2026 and has held it in 3 quarters since. The position peaked at $234K in Q2 2026. 63 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Heartwood Wealth Advisors held 3,094 shares of iShares Core Dividend Growth ETF worth $233K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares Core Dividend Growth ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #209 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $234K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.