Hegarty Advisors
DGRO icon

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
Q3 		$1.36M Buy
18,073
+8,621
+91% +$673K 0.84% 29
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
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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hegarty Advisors's DGRO Position: Q3 2026 in Review

Hegarty Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 91% in Q3 2026, buying an estimated $673K and bringing the position to 18,073 shares worth $1.36M. The position accounts for 0.84% of the portfolio, ranked #29.

Hegarty Advisors first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Hegarty Advisors held 18,073 shares of iShares Core Dividend Growth ETF worth $1.36M as of Q3 2026.
  • Hegarty Advisors bought 8,621 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $673K.
  • iShares Core Dividend Growth ETF made up 0.84% of Hegarty Advisors's portfolio in Q3 2026, its #29 holding.
  • Hegarty Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.