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

Cypress 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	$20.2M	Buy	267,041 +8,329	+3%	+$614K	4.9%	7
2026 Q1	$18.2M	Buy	258,712 +13,219	+5%	+$948K	5.01%	7
2025 Q4	$17.2M	Buy	245,493 +49,485	+25%	+$3.4M	4.74%	7
2025 Q3	$13.3M	Buy	196,008 +759	+0.4%	+$50.2K	4.07%	8
2025 Q2	$12.5M	Buy	195,249 +6,644	+4%	+$405K	4.07%	8
2025 Q1	$11.7M	Sell	188,605 -5,983	-3%	-$375K	4.16%	8
2024 Q4	$11.9M	Sell	194,588 -1,747	-0.9%	-$110K	4.38%	8
2024 Q3	$12.3M	Sell	196,335 -9,980	-5%	-$602K	4.55%	8
2024 Q2	$11.9M	Buy	206,315 +17,532	+9%	+$1M	4.92%	8
2024 Q1	$11M	Buy	188,783 +82,786	+78%	+$4.6M	5.01%	8
2023 Q4	$5.69M	Buy	105,997 +25,075	+31%	+$1.27M	5.16%	8
2023 Q3	$4.01M	Buy	80,922 +3,241	+4%	+$168K	2.29%	11
2023 Q2	$4.01M	Buy	77,681 +7,313	+10%	+$368K	2.27%	11
2023 Q1	$3.54M	Buy	70,368 +3,666	+5%	+$184K	2.16%	12
2022 Q4	$3.33M	Buy	66,702 +1,339	+2%	+$65.7K	2.22%	12
2022 Q3	$2.91M	Buy	65,363 +5,486	+9%	+$270K	2.06%	12
2022 Q2	$2.85M	Buy	+59,877	New	+$3.02M	1.96%	13

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Cypress Financial Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.2% in Q2 2026, buying an estimated $614K and bringing the position to 267,041 shares worth $20.2M. The position accounts for 4.9% of the portfolio, ranked #7.

Cypress Financial Planning first reported a position in DGRO in Q2 2022 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cypress Financial Planning held 267,041 shares of iShares Core Dividend Growth ETF worth $20.2M as of Q2 2026.
Cypress Financial Planning bought 8,329 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $614K.
iShares Core Dividend Growth ETF made up 4.9% of Cypress Financial Planning's portfolio in Q2 2026, its #7 holding.
Cypress Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 17 quarters since.
235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.