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

Heritage 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 Q2	$52K	Hold	686	–	–	﹤0.01%	329
2026 Q1	$48.1K	Sell	686 -203	-23%	-$14.6K	﹤0.01%	336
2025 Q4	$61.7K	Sell	889 -215	-19%	-$14.8K	﹤0.01%	298
2025 Q3	$75.2K	Hold	1,104	–	–	﹤0.01%	269
2025 Q2	$70.6K	Hold	1,104	–	–	﹤0.01%	276
2025 Q1	$68.2K	Hold	1,104	–	–	﹤0.01%	276
2024 Q4	$67.7K	Sell	1,104 -185	-14%	-$11.7K	﹤0.01%	287
2024 Q3	$80.8K	Buy	+1,289	New	+$77.7K	﹤0.01%	285
2023 Q3	–	Sell	-1,158	Closed	-$59.7K	–	537
2023 Q2	$59.7K	Hold	1,158	–	–	﹤0.01%	298
2023 Q1	$57.9K	Hold	1,158	–	–	﹤0.01%	302
2022 Q4	$57.9K	Hold	1,158	–	–	﹤0.01%	307
2022 Q3	$51.5K	Hold	1,158	–	–	﹤0.01%	295
2022 Q2	$55K	Buy	+1,158	New	+$58.4K	﹤0.01%	319

Other funds holding DGRO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heritage Wealth Advisors's DGRO Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 686 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Heritage Wealth Advisors first reported a position in DGRO in Q2 2022 and has held it in 13 quarters since. The position peaked at $80.8K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Heritage Wealth Advisors held 686 shares of iShares Core Dividend Growth ETF worth $52K as of Q2 2026.
Heritage Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #329 holding.
Heritage Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 13 quarters since.
Heritage Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $80.8K in Q3 2024.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.