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Heck Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-39,306
Closed -$2.43M – 193
2025
Q1 		$2.43M Buy
39,306
+28,083
+250% +$1.76M 0.27% 64
2024
Q4 		$688K Buy
11,223
+6,290
+128% +$397K 0.03% 161
2024
Q3 		$309K Sell
4,933
-138
-3% -$8.32K 0.04% 132
2024
Q2 		$292K Sell
5,071
-132
-3% -$7.54K 0.04% 126
2024
Q1 		$302K Buy
5,203
+4,320
+489% +$240K 0.05% 118
2023
Q4 		$47.5K Sell
883
-384
-30% -$19.5K 0.01% 153
2023
Q3 		$62.8K Sell
1,267
-6,505
-84% -$337K 0.01% 147
2023
Q2 		$401K Buy
7,772
+6
+0.1% +$302 0.07% 96
2023
Q1 		$388K Buy
7,766
+145
+2% +$7.28K 0.07% 91
2022
Q4 		$381K Buy
7,621
+7
+0.1% +$344 0.07% 96
2022
Q3 		$339K Buy
7,614
+8
+0.1% +$394 0.07% 92
2022
Q2 		$362K Sell
7,606
-121,484
-94% -$6.13M 0.07% 92
2022
Q1 		$6.89M Buy
129,090
+128,230
+14,910% +$6.85M 1.25% 22
2021
Q4 		$47.8K Buy
+860
New +$45.9K 0.01% 111

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Heck Capital Advisors's DGRO Position: Q2 2025 in Review

Heck Capital Advisors sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 39,306 shares — an estimated $2.43M sold.

Heck Capital Advisors first reported a position in DGRO in Q4 2021 and held it in 14 quarters. The position peaked at $6.89M in Q1 2022. 1,162 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

  • Heck Capital Advisors reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 39,306 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $2.43M.
  • Heck Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 14 quarters.
  • Heck Capital Advisors's iShares Core Dividend Growth ETF position peaked at $6.89M in Q1 2022.
  • 1,162 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.