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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return