Action Point Financial Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Action Point Financial Planning’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	$265K	Buy	+3,500	New	+$258K	0.03%	379

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

Action Point Financial Planning's DGRO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 3,500 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #379 among its holdings.

1,337 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Action Point Financial Planning held 3,500 shares of iShares Core Dividend Growth ETF worth $265K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #379 holding.
1,337 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.