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

HHM 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 		$214K Hold
2,830
– – 0.02% 205
2026
Q1 		$199K Sell
2,830
-820
-22% -$58.8K 0.02% 192
2025
Q4 		$253K Hold
3,650
– – 0.03% 168
2025
Q3 		$248K Hold
3,650
– – 0.03% 176
2025
Q2 		$233K Hold
3,650
– – 0.03% 180
2025
Q1 		$225K Sell
3,650
-79
-2% -$4.95K 0.03% 171
2024
Q4 		$229K Sell
3,729
-1
-0% -$63 0.03% 176
2024
Q3 		$234K Hold
3,730
– – 0.03% 152
2024
Q2 		$215K Buy
3,730
+200
+6% +$11.4K 0.03% 162
2024
Q1 		$205K Buy
3,530
+400
+13% +$22.2K 0.03% 144
2023
Q4 		$168K Sell
3,130
-99
-3% -$5.02K 0.03% 157
2023
Q3 		$160K Sell
3,229
-8,185
-72% -$424K 0.03% 149
2023
Q2 		$588K Buy
11,414
+4,000
+54% +$201K 0.11% 66
2023
Q1 		$371K Hold
7,414
– – 0.08% 81
2022
Q4 		$371K Buy
7,414
+5,273
+246% +$259K 0.08% 79
2022
Q3 		$95K Hold
2,141
– – 0.03% 167
2022
Q2 		$102K Buy
2,141
+9
+0.4% +$454 0.03% 191
2022
Q1 		$114K Buy
2,132
+36
+2% +$1.92K 0.03% 206
2021
Q4 		$116K Buy
2,096
+10
+0.5% +$534 0.03% 200
2021
Q3 		$105K Buy
2,086
+218
+12% +$11.3K 0.03% 199
2021
Q2 		$94K Sell
1,868
-499
-21% -$25K 0.03% 212
2021
Q1 		$114K Buy
2,367
+75
+3% +$3.47K 0.04% 169
2020
Q4 		$103K Buy
2,292
+14
+0.6% +$595 0.04% 165
2020
Q3 		$91K Buy
2,278
+124
+6% +$4.93K 0.04% 161
2020
Q2 		$81K Sell
2,154
-247
-10% -$8.98K 0.03% 170
2020
Q1 		$78K Buy
+2,401
New +$93.9K 0.04% 152

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 2,830 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #205.

HHM Wealth Advisors first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. The position peaked at $588K in Q2 2023. 458 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • HHM Wealth Advisors held 2,830 shares of iShares Core Dividend Growth ETF worth $214K as of Q2 2026.
  • HHM Wealth Advisors left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • HHM Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $588K in Q2 2023.
  • 458 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.