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

Investment Planning Advisors’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	$456K	Buy	6,019 +180	+3%	+$13.3K	0.11%	74
2026 Q1	$410K	Buy	5,839 +324	+6%	+$23.2K	0.11%	74
2025 Q4	$383K	Buy	5,515 +609	+12%	+$41.9K	0.11%	68
2025 Q3	$334K	Buy	4,906 +553	+13%	+$36.5K	0.11%	67
2025 Q2	$278K	Buy	4,353 +447	+11%	+$27.3K	0.1%	68
2025 Q1	$241K	Buy	+3,906	New	+$245K	0.1%	66

Other funds holding DGRO

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

SFGP

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JWM

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RDFA

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

Investment Planning Advisors's DGRO Position: Q2 2026 in Review

Investment Planning Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.1% in Q2 2026, buying an estimated $13.3K and bringing the position to 6,019 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #74.

Investment Planning Advisors first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 399 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Investment Planning Advisors held 6,019 shares of iShares Core Dividend Growth ETF worth $456K as of Q2 2026.
Investment Planning Advisors bought 180 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.3K.
iShares Core Dividend Growth ETF made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #74 holding.
Investment Planning Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
399 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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