HGA
DGRO icon

Hobbs Group Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Hobbs Group 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 		$796K Buy
11,346
+673
+6% +$48.3K 0.24% 74
2025
Q4 		$741K Buy
10,673
+4,001
+60% +$275K 0.22% 71
2025
Q3 		$454K Sell
6,672
-951
-12% -$62.8K 0.14% 108
2025
Q2 		$487K Buy
7,623
+1,485
+24% +$90.5K 0.17% 96
2025
Q1 		$379K Buy
6,138
+587
+11% +$36.8K 0.14% 101
2024
Q4 		$340K Buy
5,551
+941
+20% +$59.4K 0.13% 112
2024
Q3 		$289K Buy
4,610
+228
+5% +$13.7K 0.1% 116
2024
Q2 		$252K Buy
+4,382
New +$250K 0.1% 126
2023
Q4 		$156K Buy
+2,894
New +$147K 0.07% 136

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $376B 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return