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 Q3	$331K	Hold	4,384	–	–	0.03%	170
2026 Q2	$332K	Buy	+4,384	New	+$323K	0.04%	167
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Howard Financial Services's DGRO Position: Q3 2026 in Review

Howard Financial Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 4,384 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #170.

Howard Financial Services first reported a position in DGRO in Q4 2018 and has held it in 8 quarters since. The position peaked at $624K in Q3 2019. 1,236 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Howard Financial Services held 4,384 shares of iShares Core Dividend Growth ETF worth $331K as of Q3 2026.
Howard Financial Services left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #170 holding.
Howard Financial Services first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 8 quarters since.
Howard Financial Services's iShares Core Dividend Growth ETF position peaked at $624K in Q3 2019.
1,236 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.