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

Hegarty 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 Q2	$716K	Buy	9,452 +1,304	+16%	+$96.2K	0.49%	38
2026 Q1	$572K	Buy	8,148 +1,066	+15%	+$76.4K	0.45%	40
2025 Q4	$492K	Buy	+7,082	New	+$487K	0.43%	36

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hegarty Advisors's DGRO Position: Q2 2026 in Review

Hegarty Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q2 2026, buying an estimated $96.2K and bringing the position to 9,452 shares worth $716K. The position accounts for 0.49% of the portfolio, ranked #38.

Hegarty Advisors first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Hegarty Advisors held 9,452 shares of iShares Core Dividend Growth ETF worth $716K as of Q2 2026.
Hegarty Advisors bought 1,304 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $96.2K.
iShares Core Dividend Growth ETF made up 0.49% of Hegarty Advisors's portfolio in Q2 2026, its #38 holding.
Hegarty Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
963 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.