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

Center for 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	–	Sell	-41	Closed	-$2.85K	–	673
2025 Q4	$2.85K	Buy	+41	New	+$2.82K	﹤0.01%	590
2023 Q3	–	Sell	-1,000	Closed	-$51.5K	–	529
2023 Q2	$51.5K	Buy	+1,000	New	+$50.3K	0.01%	226
2021 Q2	–	Sell	-508	Closed	-$25K	–	507
2021 Q1	$25K	Buy	+508	New	+$23.5K	0.01%	282

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

Center for Financial Planning's DGRO Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 41 shares — an estimated $2.85K sold.

Center for Financial Planning first reported a position in DGRO in Q1 2021 and held it in 3 quarters. The position peaked at $51.5K in Q2 2023. 1,325 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Center for Financial Planning reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 41 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $2.85K.
Center for Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 3 quarters.
Center for Financial Planning's iShares Core Dividend Growth ETF position peaked at $51.5K in Q2 2023.
1,325 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.