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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Advisors's DGRO Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 23% in Q1 2026, selling an estimated $14.6K and leaving 686 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Heritage Wealth Advisors first reported a position in DGRO in Q2 2022 and has held it in 12 quarters since. The position peaked at $80.8K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Heritage Wealth Advisors held 686 shares of iShares Core Dividend Growth ETF worth $48.1K as of Q1 2026.
Heritage Wealth Advisors sold 203 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $14.6K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #336 holding.
Heritage Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 12 quarters since.
Heritage Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $80.8K in Q3 2024.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.