Heritage Wealth Management (Texas)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Heritage Wealth Management (Texas)’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	$249K	Sell	3,291 -210	-6%	-$15.5K	0.1%	37
2026 Q1	$246K	Hold	3,501	–	–	0.11%	31
2025 Q4	$243K	Hold	3,501	–	–	0.11%	33
2025 Q3	$238K	Sell	3,501 -27	-0.8%	-$1.78K	0.11%	34
2025 Q2	$226K	Buy	+3,528	New	+$215K	0.11%	31

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 Management (Texas)'s DGRO Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6% in Q2 2026, selling an estimated $15.5K and leaving 3,291 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #37.

Heritage Wealth Management (Texas) first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Heritage Wealth Management (Texas) held 3,291 shares of iShares Core Dividend Growth ETF worth $249K as of Q2 2026.
Heritage Wealth Management (Texas) sold 210 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.5K.
iShares Core Dividend Growth ETF made up 0.1% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #37 holding.
Heritage Wealth Management (Texas) first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.