Cornerstone Planning Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cornerstone Planning Group’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	$51.3K	Sell	665 -209	-24%	-$15.4K	0.01%	399
2026 Q1	$64.1K	Sell	874 -3,587	-80%	-$257K	0.01%	341
2025 Q4	$319K	Sell	4,461 -60	-1%	-$4.13K	0.05%	111
2025 Q3	$309K	Buy	4,521 +4,322	+2,172%	+$286K	0.05%	109
2025 Q2	$12.9K	Sell	199 -305	-61%	-$18.6K	﹤0.01%	501
2025 Q1	$29.6K	Buy	+504	New	+$31.6K	0.01%	327
2024 Q4	–	Sell	-3	Closed	-$190	–	1422
2024 Q3	$190	Sell	3 -277	-99%	-$16.7K	﹤0.01%	1231
2024 Q2	$16.1K	Buy	280 +194	+226%	+$11.1K	﹤0.01%	349
2024 Q1	$4.86K	Buy	86 +83	+2,767%	+$4.61K	﹤0.01%	519
2023 Q4	$161	Hold	3	–	–	﹤0.01%	875
2023 Q3	$149	Sell	3 -866	-100%	-$44.8K	﹤0.01%	1061
2023 Q2	$44.8K	Buy	+869	New	+$43.7K	0.02%	263
2022 Q4	$120K	Buy	+2,414	New	+$118K	0.05%	136

Other funds holding DGRO

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Planning Group's DGRO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 24% in Q2 2026, selling an estimated $15.4K and leaving 665 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #399.

Cornerstone Planning Group first reported a position in DGRO in Q4 2022 and has held it in 13 quarters since. The position peaked at $319K in Q4 2025. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cornerstone Planning Group held 665 shares of iShares Core Dividend Growth ETF worth $51.3K as of Q2 2026.
Cornerstone Planning Group sold 209 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $15.4K.
iShares Core Dividend Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #399 holding.
Cornerstone Planning Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's iShares Core Dividend Growth ETF position peaked at $319K in Q4 2025.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.