BFC Planning, Inc.’s iShares Core Dividend Growth ETF DGRO Stock Holding History

BFC Planning, Inc.’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	$3.42M	Buy	45,126 +1,874	+4%	+$138K	0.14%	158
2026 Q1	$3.04M	Buy	43,252 +3,876	+10%	+$278K	0.14%	150
2025 Q4	$2.73M	Buy	39,376 +19,420	+97%	+$1.34M	0.12%	171
2025 Q3	$1.36M	Buy	19,956 +575	+3%	+$38K	0.1%	187
2025 Q2	$1.24M	Sell	19,381 -591	-3%	-$36K	0.1%	188
2025 Q1	$1.23M	Buy	19,972 +331	+2%	+$20.7K	0.11%	174
2024 Q4	$1.2M	Buy	+19,641	New	+$1.24M	0.1%	180

Other funds holding DGRO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s DGRO Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.3% in Q2 2026, buying an estimated $138K and bringing the position to 45,126 shares worth $3.42M. The position accounts for 0.14% of the portfolio, ranked #158.

BFC Planning, Inc. first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

BFC Planning, Inc. held 45,126 shares of iShares Core Dividend Growth ETF worth $3.42M as of Q2 2026.
BFC Planning, Inc. bought 1,874 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $138K.
iShares Core Dividend Growth ETF made up 0.14% of BFC Planning, Inc.'s portfolio in Q2 2026, its #158 holding.
BFC Planning, Inc. first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,359 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.