Consolidated Planning Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Consolidated Planning Corp’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	-4,552	Closed	-$316K	–	157
2025 Q4	$316K	Buy	4,552 +174	+4%	+$12K	0.03%	172
2025 Q3	$298K	Sell	4,378 -65,338	-94%	-$4.32M	0.03%	165
2025 Q2	$4.46M	Buy	69,716 +2,840	+4%	+$173K	0.56%	61
2025 Q1	$4.13M	Buy	66,876 +46,641	+230%	+$2.92M	0.57%	63
2024 Q4	$1.24M	Buy	20,235 +14,799	+272%	+$934K	0.17%	89
2024 Q3	$341K	Buy	5,436 +1,898	+54%	+$114K	0.05%	153
2024 Q2	$204K	Buy	+3,538	New	+$202K	0.03%	182

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 $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return

Consolidated Planning Corp's DGRO Position: Q1 2026 in Review

Consolidated Planning Corp sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 4,552 shares — an estimated $316K sold.

Consolidated Planning Corp first reported a position in DGRO in Q2 2024 and held it in 7 quarters. The position peaked at $4.46M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Consolidated Planning Corp reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 4,552 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $316K.
Consolidated Planning Corp first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and held it in 7 quarters.
Consolidated Planning Corp's iShares Core Dividend Growth ETF position peaked at $4.46M in Q2 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.