Creative Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.4M | Buy |
404,328
+19,191
| +5% | +$1.38M | 0.02% | 326 |
|
|
2025
Q4 | $26.7M | Sell |
385,137
-10,479
| -3% | -$721K | 0.02% | 307 |
|
|
2025
Q3 | $26.9M | Sell |
395,616
-7,085
| -2% | -$468K | 0.02% | 298 |
|
|
2025
Q2 | $25.7M | Buy |
402,701
+29,227
| +8% | +$1.78M | 0.02% | 286 |
|
|
2025
Q1 | $23.1M | Buy |
373,474
+146,244
| +64% | +$9.16M | 0.02% | 292 |
|
|
2024
Q4 | $13.9M | Buy |
227,230
+38,593
| +20% | +$2.43M | 0.01% | 366 |
|
|
2024
Q3 | $11.8M | Buy |
188,637
+5,690
| +3% | +$343K | 0.01% | 394 |
|
|
2024
Q2 | $10.5M | Buy |
182,947
+12,610
| +7% | +$720K | 0.01% | 398 |
|
|
2024
Q1 | $9.89M | Sell |
170,337
-13,413
| -7% | -$745K | 0.01% | 412 |
|
|
2023
Q4 | $9.89M | Buy |
183,750
+6,603
| +4% | +$335K | 0.02% | 379 |
|
|
2023
Q3 | $8.77M | Sell |
177,147
-68,225
| -28% | -$3.53M | 0.01% | 385 |
|
|
2023
Q2 | $12.6M | Buy |
245,372
+1,288
| +0.5% | +$64.8K | 0.02% | 302 |
|
|
2023
Q1 | $12.2M | Buy |
244,084
+7,957
| +3% | +$400K | 0.02% | 304 |
|
|
2022
Q4 | $11.8M | Buy |
236,127
+6,820
| +3% | +$335K | 0.02% | 306 |
|
|
2022
Q3 | $10.2M | Buy |
229,307
+30,986
| +16% | +$1.53M | 0.02% | 299 |
|
|
2022
Q2 | $9.45M | Buy |
198,321
+91,561
| +86% | +$4.62M | 0.02% | 331 |
|
|
2022
Q1 | $5.7M | Buy |
106,760
+4,058
| +4% | +$217K | 0.01% | 422 |
|
|
2021
Q4 | $5.71M | Buy |
102,702
+10,696
| +12% | +$571K | 0.01% | 391 |
|
|
2021
Q3 | $4.62M | Buy |
92,006
+1,372
| +2% | +$71.1K | 0.01% | 434 |
|
|
2021
Q2 | $4.56M | Sell |
90,634
-3,188
| -3% | -$160K | 0.01% | 430 |
|
|
2021
Q1 | $4.53M | Buy |
93,822
+10,614
| +13% | +$491K | 0.01% | 438 |
|
|
2020
Q4 | $3.73M | Buy |
83,208
+7,426
| +10% | +$316K | 0.01% | 448 |
|
|
2020
Q3 | $3.02M | Buy |
75,782
+32,218
| +74% | +$1.28M | 0.01% | 434 |
|
|
2020
Q2 | $1.64M | Buy |
43,564
+2,476
| +6% | +$90K | ﹤0.01% | 565 |
|
|
2020
Q1 | $1.34M | Buy |
41,088
+5,339
| +15% | +$209K | ﹤0.01% | 546 |
|
|
2019
Q4 | $1.5M | Buy |
35,749
+1,765
| +5% | +$71.4K | ﹤0.01% | 619 |
|
|
2019
Q3 | $1.33M | Buy |
33,984
+2,770
| +9% | +$107K | ﹤0.01% | 643 |
|
|
2019
Q2 | $1.19M | Buy |
31,214
+1,331
| +4% | +$49.9K | ﹤0.01% | 693 |
|
|
2019
Q1 | $1.1M | Buy |
29,883
+8,030
| +37% | +$286K | ﹤0.01% | 695 |
|
|
2018
Q4 | $725K | Buy |
21,853
+12,912
| +144% | +$454K | ﹤0.01% | 799 |
|
|
2018
Q3 | $331K | Buy |
8,941
+51
| +0.6% | +$1.85K | ﹤0.01% | 1338 |
|
|
2018
Q2 | $305K | Buy |
8,890
+284
| +3% | +$9.78K | ﹤0.01% | 1366 |
|
|
2018
Q1 | $292K | Buy |
8,606
+35
| +0.4% | +$1.24K | ﹤0.01% | 1356 |
|
|
2017
Q4 | $298K | Sell |
8,571
-1,901
| -18% | -$64.2K | ﹤0.01% | 1364 |
|
|
2017
Q3 | $340K | Buy |
10,472
+4,657
| +80% | +$148K | ﹤0.01% | 1257 |
|
|
2017
Q2 | $182K | Buy |
5,815
+12
| +0.2% | +$371 | ﹤0.01% | 1574 |
|
|
2017
Q1 | $177K | Hold |
5,803
| – | – | ﹤0.01% | 1563 |
|
|
2016
Q4 | $168K | Buy |
5,803
+4,103
| +241% | +$115K | ﹤0.01% | 1501 |
|
|
2016
Q3 | $47K | Buy |
1,700
+1,400
| +467% | +$39K | ﹤0.01% | 2408 |
|
|
2016
Q2 | $8K | Buy |
+300
| New | +$8.05K | ﹤0.01% | 3378 |
|
|
2015
Q1 | – | Sell |
-417
| Closed | -$11K | – | 4244 |
|
|
2014
Q4 | $11K | Hold |
417
| – | – | ﹤0.01% | 3056 |
|
|
2014
Q3 | $10K | Hold |
417
| – | – | ﹤0.01% | 2932 |
|
|
2014
Q2 | $10K | Buy |
+417
| New | +$10.4K | ﹤0.01% | 2863 |
|
Other funds holding DGRO
CIA
Creative Planning's DGRO Position: Q1 2026 in Review
Creative Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 5% in Q1 2026, buying an estimated $1.38M and bringing the position to 404,328 shares worth $28.4M. The position accounts for 0.02% of the portfolio, ranked #326.
Creative Planning first reported a position in DGRO in Q2 2014 and has held it in 43 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.
- Creative Planning held 404,328 shares of iShares Core Dividend Growth ETF worth $28.4M as of Q1 2026.
- Creative Planning bought 19,191 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $1.38M.
- iShares Core Dividend Growth ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #326 holding.
- Creative Planning first reported a position in iShares Core Dividend Growth ETF in Q2 2014 and has held it in 43 quarters since.
- 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.