Howard Financial Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Howard Financial Services’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	$359K	Buy	+4,734	New	+$349K	0.04%	179
2020 Q2	–	Sell	-13,600	Closed	-$443K	–	118
2020 Q1	$443K	Hold	13,600	–	–	0.39%	39
2019 Q4	$572K	Sell	13,600 -2,335	-15%	-$94.4K	0.35%	43
2019 Q3	$624K	Hold	15,935	–	–	0.41%	43
2019 Q2	$609K	Hold	15,935	–	–	0.42%	43
2019 Q1	$586K	Hold	15,935	–	–	0.42%	46
2018 Q4	$529K	Buy	+15,935	New	+$560K	0.41%	48

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

Howard Financial Services's DGRO Position: Q2 2026 in Review

Howard Financial Services opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 4,734 shares worth $359K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in DGRO as recently as Q1 2020.

Howard Financial Services first reported a position in DGRO in Q4 2018 and has held it in 7 quarters since. The position peaked at $624K in Q3 2019. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Howard Financial Services held 4,734 shares of iShares Core Dividend Growth ETF worth $359K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Howard Financial Services position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #179 holding.
Howard Financial Services first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 7 quarters since.
Howard Financial Services's iShares Core Dividend Growth ETF position peaked at $624K in Q3 2019.
1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.