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

Hughes 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	$36.6M	Buy	483,103 +21,824	+5%	+$1.61M	4.85%	7
2026 Q1	$32.4M	Buy	461,279 +14,908	+3%	+$1.07M	4.97%	6
2025 Q4	$31M	Sell	446,371 -163,826	-27%	-$11.3M	4.87%	7
2025 Q3	$41.5M	Buy	610,197 +18,375	+3%	+$1.21M	6.61%	6
2025 Q2	$38.4M	Buy	591,822 +591,138	+86,424%	+$36M	6.59%	7
2025 Q1	$42.1K	Buy	+684	New	+$42.9K	0.01%	167

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

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

Hughes Financial Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.7% in Q2 2026, buying an estimated $1.61M and bringing the position to 483,103 shares worth $36.6M. The position accounts for 4.85% of the portfolio, ranked #7.

Hughes Financial Services first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.5M in Q3 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Hughes Financial Services held 483,103 shares of iShares Core Dividend Growth ETF worth $36.6M as of Q2 2026.
Hughes Financial Services bought 21,824 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.61M.
iShares Core Dividend Growth ETF made up 4.85% of Hughes Financial Services's portfolio in Q2 2026, its #7 holding.
Hughes Financial Services first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's iShares Core Dividend Growth ETF position peaked at $41.5M in Q3 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.