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

Forbes 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 		$11.3M Buy
148,966
+435
+0.3% +$32.1K 6.06% 8
2026
Q1 		$10.4M Buy
148,531
+6,495
+5% +$466K 6.02% 7
2025
Q4 		$9.86M Buy
142,036
+64,537
+83% +$4.44M 5.77% 7
2025
Q3 		$5.29M Buy
77,499
+2,634
+4% +$174K 3.5% 14
2025
Q2 		$4.79M Buy
74,865
+4,586
+7% +$280K 3.23% 15
2025
Q1 		$4.34M Sell
70,279
-57
-0.1% -$3.57K 3.22% 16
2024
Q4 		$4.31M Sell
70,336
-220
-0.3% -$13.9K 2.09% 16
2024
Q3 		$4.42M Buy
70,556
+1,651
+2% +$99.5K 3.19% 14
2024
Q2 		$3.97M Buy
68,905
+890
+1% +$50.8K 3.12% 16
2024
Q1 		$3.95M Buy
68,015
+3,314
+5% +$184K 3.4% 13
2023
Q4 		$3.48M Buy
64,701
+3,936
+6% +$200K 3.24% 15
2023
Q3 		$3.01M Buy
60,765
+136
+0.2% +$7.04K 3.23% 14
2023
Q2 		$3.12M Buy
60,629
+337
+0.6% +$16.9K 3.02% 15
2023
Q1 		$3.01M Buy
60,292
+52,084
+635% +$2.62M 2.96% 14
2022
Q4 		$365K Hold
8,208
– – 0.53% 24
2022
Q3 		$365K Sell
8,208
-45
-0.5% -$2.21K 0.53% 24
2022
Q2 		$394K Hold
8,253
– – 0.56% 24
2022
Q1 		$441K Buy
8,253
+1,295
+19% +$69.1K 0.55% 23
2021
Q4 		$387K Buy
+6,958
New +$371K 0.38% 31

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Forbes Financial Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.29% in Q2 2026, buying an estimated $32.1K and bringing the position to 148,966 shares worth $11.3M. The position accounts for 6.06% of the portfolio, ranked #8.

Forbes Financial Planning first reported a position in DGRO in Q4 2021 and has held it in 19 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Forbes Financial Planning held 148,966 shares of iShares Core Dividend Growth ETF worth $11.3M as of Q2 2026.
  • Forbes Financial Planning bought 435 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $32.1K.
  • iShares Core Dividend Growth ETF made up 6.06% of Forbes Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Forbes Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.