Oak Harvest Investment Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Oak Harvest Investment 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	$391K	Hold	5,153	–	–	0.04%	129
2026 Q1	$362K	Sell	5,153 -33	-0.6%	-$2.37K	0.04%	135
2025 Q4	$360K	Sell	5,186 -75	-1%	-$5.16K	0.04%	142
2025 Q3	$358K	Buy	5,261 +1	+0%	+$66	0.04%	139
2025 Q2	$336K	Buy	5,260 +2	+0%	+$122	0.04%	129
2025 Q1	$325K	Buy	5,258 +1	+0%	+$63	0.05%	117
2024 Q4	$322K	Sell	5,257 -343	-6%	-$21.6K	0.04%	130
2024 Q3	$351K	Buy	5,600 +347	+7%	+$20.9K	0.05%	114
2024 Q2	$303K	Buy	+5,253	New	+$300K	0.05%	111

Other funds holding DGRO

AWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

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

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Oak Harvest Investment Services's DGRO Position: Q2 2026 in Review

Oak Harvest Investment Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 5,153 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #129.

Oak Harvest Investment Services first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Oak Harvest Investment Services held 5,153 shares of iShares Core Dividend Growth ETF worth $391K as of Q2 2026.
Oak Harvest Investment Services left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Oak Harvest Investment Services's portfolio in Q2 2026, its #129 holding.
Oak Harvest Investment Services first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
498 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.