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

Beacon 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 Q1	$2.2M	Buy	31,406 +10,129	+48%	+$726K	0.85%	27
2025 Q4	$1.48M	Buy	21,277 +1,809	+9%	+$124K	0.71%	28
2025 Q3	$1.33M	Buy	19,468 +1,452	+8%	+$96K	0.69%	26
2025 Q2	$1.15M	Buy	18,016 +5,185	+40%	+$316K	0.64%	28
2025 Q1	$793K	Buy	12,831 +7,746	+152%	+$485K	0.46%	33
2024 Q4	$312K	Buy	+5,085	New	+$321K	0.18%	42

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Financial Planning's DGRO Position: Q1 2026 in Review

Beacon Financial Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 48% in Q1 2026, buying an estimated $726K and bringing the position to 31,406 shares worth $2.2M. The position accounts for 0.85% of the portfolio, ranked #27.

Beacon Financial Planning first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Beacon Financial Planning held 31,406 shares of iShares Core Dividend Growth ETF worth $2.2M as of Q1 2026.
Beacon Financial Planning bought 10,129 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $726K.
iShares Core Dividend Growth ETF made up 0.85% of Beacon Financial Planning's portfolio in Q1 2026, its #27 holding.
Beacon Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.