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Montz Harcus Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Montz Harcus Wealth Management’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
2025
Q3 		– Sell
-3,855
Closed -$246K – 87
2025
Q2 		$246K Buy
+3,855
New +$235K 0.12% 74

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Montz Harcus Wealth Management's DGRO Position: Q3 2025 in Review

Montz Harcus Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 3,855 shares — an estimated $246K sold.

Montz Harcus Wealth Management first reported a position in DGRO in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Montz Harcus Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 3,855 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $246K.
  • Montz Harcus Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and held it in 1 quarter.
  • Montz Harcus Wealth Management's iShares Core Dividend Growth ETF position peaked at $246K in Q2 2025.
  • 1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.