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

LifePlan Financial’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	$768K	Sell	10,137 -198	-2%	-$14.6K	0.54%	53
2026 Q1	$725K	Sell	10,335 -827	-7%	-$59.3K	0.54%	62
2025 Q4	$775K	Sell	11,162 -357	-3%	-$24.5K	0.59%	54
2025 Q3	$784K	Sell	11,519 -642	-5%	-$42.4K	0.62%	51
2025 Q2	$778K	Sell	12,161 -40	-0.3%	-$2.44K	0.64%	45
2025 Q1	$754K	Buy	12,201 +839	+7%	+$52.6K	0.66%	46
2024 Q4	$697K	Sell	11,362 -1,236	-10%	-$78K	0.62%	50
2024 Q3	$790K	Sell	12,598 -437	-3%	-$26.3K	0.68%	42
2024 Q2	$751K	Buy	13,035 +268	+2%	+$15.3K	0.69%	46
2024 Q1	$741K	Buy	12,767 +371	+3%	+$20.6K	0.68%	47
2023 Q4	$667K	Buy	+12,396	New	+$629K	0.67%	47

Other funds holding DGRO

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

LifePlan Financial's DGRO Position: Q2 2026 in Review

LifePlan Financial reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.9% in Q2 2026, selling an estimated $14.6K and leaving 10,137 shares worth $768K. The position accounts for 0.54% of the portfolio, ranked #53.

LifePlan Financial first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $790K in Q3 2024. 859 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

LifePlan Financial held 10,137 shares of iShares Core Dividend Growth ETF worth $768K as of Q2 2026.
LifePlan Financial sold 198 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $14.6K.
iShares Core Dividend Growth ETF made up 0.54% of LifePlan Financial's portfolio in Q2 2026, its #53 holding.
LifePlan Financial first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's iShares Core Dividend Growth ETF position peaked at $790K in Q3 2024.
859 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.