Decker Retirement Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Decker Retirement 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	$1.87M	Buy	24,706 +3,843	+18%	+$284K	0.64%	33
2026 Q1	$1.46M	Buy	20,863 +941	+5%	+$67.5K	0.66%	35
2025 Q4	$1.38M	Buy	19,922 +1,163	+6%	+$80K	0.69%	36
2025 Q3	$1.28M	Sell	18,759 -1,246	-6%	-$82.3K	0.7%	39
2025 Q2	$1.28M	Buy	20,005 +19,823	+10,892%	+$1.21M	0.74%	33
2025 Q1	$11.2K	Sell	182 -47	-21%	-$2.94K	0.01%	113
2024 Q4	$14K	Buy	+229	New	+$14.4K	0.01%	218

Other funds holding DGRO

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Decker Retirement Planning's DGRO Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q2 2026, buying an estimated $284K and bringing the position to 24,706 shares worth $1.87M. The position accounts for 0.64% of the portfolio, ranked #33.

Decker Retirement Planning first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Decker Retirement Planning held 24,706 shares of iShares Core Dividend Growth ETF worth $1.87M as of Q2 2026.
Decker Retirement Planning bought 3,843 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $284K.
iShares Core Dividend Growth ETF made up 0.64% of Decker Retirement Planning's portfolio in Q2 2026, its #33 holding.
Decker Retirement Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
603 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.