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

Comprehensive 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	$746K	Buy	9,838 +70	+0.7%	+$5.16K	0.4%	62
2026 Q1	$686K	Sell	9,768 -26	-0.3%	-$1.86K	0.47%	53
2025 Q4	$680K	Buy	9,794 +59	+0.6%	+$4.06K	0.45%	54
2025 Q3	$663K	Sell	9,735 -413	-4%	-$27.3K	0.45%	50
2025 Q2	$649K	Buy	10,148 +50	+0.5%	+$3.05K	0.51%	50
2025 Q1	$624K	Sell	10,098 -1,755	-15%	-$110K	0.61%	43
2024 Q4	$727K	Buy	+11,853	New	+$748K	0.61%	37

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

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

Comprehensive Financial Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.72% in Q2 2026, buying an estimated $5.16K and bringing the position to 9,838 shares worth $746K. The position accounts for 0.4% of the portfolio, ranked #62.

Comprehensive Financial Planning first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Comprehensive Financial Planning held 9,838 shares of iShares Core Dividend Growth ETF worth $746K as of Q2 2026.
Comprehensive Financial Planning bought 70 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $5.16K.
iShares Core Dividend Growth ETF made up 0.4% of Comprehensive Financial Planning's portfolio in Q2 2026, its #62 holding.
Comprehensive Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.