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

ATX 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 		$1.24M Sell
16,361
-14,022
-46% -$1.03M 0.82% 32
2026
Q1 		$2.13M Sell
30,383
-15,704
-34% -$1.13M 1.62% 14
2025
Q4 		$3.2M Buy
+46,087
New +$3.17M 2.47% 10

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATX Financial Planning's DGRO Position: Q2 2026 in Review

ATX Financial Planning reduced its iShares Core Dividend Growth ETF (DGRO) stake by 46% in Q2 2026, selling an estimated $1.03M and leaving 16,361 shares worth $1.24M. The position accounts for 0.82% of the portfolio, ranked #32.

ATX Financial Planning first reported a position in DGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • ATX Financial Planning held 16,361 shares of iShares Core Dividend Growth ETF worth $1.24M as of Q2 2026.
  • ATX Financial Planning sold 14,022 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Core Dividend Growth ETF made up 0.82% of ATX Financial Planning's portfolio in Q2 2026, its #32 holding.
  • ATX Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's iShares Core Dividend Growth ETF position peaked at $3.2M in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.