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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Texas)'s DGRO Position: Q1 2026 in Review

Heritage Wealth Management (Texas) held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 3,501 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #31.

Heritage Wealth Management (Texas) first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Heritage Wealth Management (Texas) held 3,501 shares of iShares Core Dividend Growth ETF worth $246K as of Q1 2026.
  • Heritage Wealth Management (Texas) left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.11% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #31 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.