Royal Harbor Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Royal Harbor Partners’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	$210K	Buy	+2,773	New	+$205K	0.07%	55
2026 Q1	–	Sell	-5,354	Closed	-$372K	–	54
2025 Q4	$372K	Hold	5,354	–	–	0.12%	40
2025 Q3	$364K	Buy	5,354 +29	+0.5%	+$1.92K	0.12%	40
2025 Q2	$340K	Buy	5,325 +28	+0.5%	+$1.71K	0.12%	41
2025 Q1	$327K	Buy	5,297 +27	+0.5%	+$1.69K	0.13%	39
2024 Q4	$323K	Buy	5,270 +16	+0.3%	+$1.01K	0.12%	38
2024 Q3	$329K	Hold	5,254	–	–	0.13%	37
2024 Q2	$303K	Sell	5,254 -211	-4%	-$12.1K	0.13%	42
2024 Q1	$317K	Buy	5,465 +1	+0%	+$56	0.14%	46
2023 Q4	$294K	Buy	5,464 +3	+0.1%	+$152	0.14%	46
2023 Q3	$270K	Hold	5,461	–	–	0.14%	45
2023 Q2	$281K	Buy	5,461 +1	+0%	+$50	0.14%	65
2023 Q1	$273K	Buy	5,460 +1	+0%	+$50	0.15%	68
2022 Q4	$273K	Buy	5,459 +77	+1%	+$3.78K	0.17%	63
2022 Q3	$239K	Hold	5,382	–	–	0.16%	68
2022 Q2	$256K	Buy	5,382 +27	+0.5%	+$1.36K	0.17%	58
2022 Q1	$286K	Buy	5,355 +126	+2%	+$6.73K	0.18%	66
2021 Q4	$291K	Buy	5,229 +54	+1%	+$2.88K	0.18%	67
2021 Q3	$260K	Sell	5,175 -49	-0.9%	-$2.54K	0.19%	71
2021 Q2	$263K	Buy	5,224 +102	+2%	+$5.12K	0.18%	66
2021 Q1	$247K	Hold	5,122	–	–	0.19%	65
2020 Q4	$230K	Buy	5,122 +32	+0.6%	+$1.36K	0.19%	80
2020 Q3	$203K	Buy	+5,090	New	+$202K	0.19%	79
2020 Q1	–	Sell	-88,540	Closed	-$3.73M	–	70
2019 Q4	$3.73M	Buy	+88,540	New	+$3.58M	3.58%	10

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

Royal Harbor Partners's DGRO Position: Q2 2026 in Review

Royal Harbor Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,773 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #55 among its holdings. This is a return to the name: Royal Harbor Partners previously reported a position in DGRO as recently as Q4 2025.

Royal Harbor Partners first reported a position in DGRO in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.73M in Q4 2019. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Royal Harbor Partners held 2,773 shares of iShares Core Dividend Growth ETF worth $210K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Royal Harbor Partners position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.07% of Royal Harbor Partners's portfolio in Q2 2026, its #55 holding.
Royal Harbor Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 24 quarters since.
Royal Harbor Partners's iShares Core Dividend Growth ETF position peaked at $3.73M in Q4 2019.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.