Superior Planning, LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Superior Planning, LLC’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 Q3	$78.6K	Buy	+1,042	New	+$81.4K	0.03%	272

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's DGRO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 1,042 shares worth $78.6K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings.

1,069 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Superior Planning, LLC held 1,042 shares of iShares Core Dividend Growth ETF worth $78.6K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #272 holding.
1,069 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.