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

Holistic 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	$1.77M	Buy	23,410 +3,602	+18%	+$266K	0.28%	86
2026 Q1	$1.39M	Buy	19,808 +115	+0.6%	+$8.24K	0.28%	79
2025 Q4	$1.37M	Sell	19,693 -893	-4%	-$61.4K	0.29%	76
2025 Q3	$1.4M	Sell	20,586 -590	-3%	-$39K	0.37%	56
2025 Q2	$1.35M	Buy	21,176 +4,933	+30%	+$301K	0.39%	50
2025 Q1	$1M	Sell	16,243 -2,139	-12%	-$134K	0.34%	57
2024 Q4	$1.13M	Sell	18,382 -2,021	-10%	-$128K	0.41%	48
2024 Q3	$1.28M	Sell	20,403 -5,549	-21%	-$334K	0.54%	41
2024 Q2	$1.51M	Sell	25,952 -754	-3%	-$43.1K	1.16%	25
2024 Q1	$1.55M	Sell	26,706 -3,409	-11%	-$189K	1.18%	25
2023 Q4	$1.62M	Buy	+30,115	New	+$1.53M	1.37%	24

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 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

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

Holistic Planning's DGRO Position: Q2 2026 in Review

Holistic Planning increased its iShares Core Dividend Growth ETF (DGRO) stake by 18% in Q2 2026, buying an estimated $266K and bringing the position to 23,410 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #86.

Holistic Planning first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Holistic Planning held 23,410 shares of iShares Core Dividend Growth ETF worth $1.77M as of Q2 2026.
Holistic Planning bought 3,602 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $266K.
iShares Core Dividend Growth ETF made up 0.28% of Holistic Planning's portfolio in Q2 2026, its #86 holding.
Holistic Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.