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

LifeSteps 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 		$35.7K Buy
+471
New +$34.7K 0.02% 249
2024
Q2 		– Sell
-471
Closed -$27.3K – 163
2024
Q1 		$27.3K Buy
+471
New +$26.1K 0.02% 198

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's DGRO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 471 shares worth $35.7K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DGRO as recently as Q1 2024.

LifeSteps Financial first reported a position in DGRO in Q1 2024 and has held it in 2 quarters since. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • LifeSteps Financial held 471 shares of iShares Core Dividend Growth ETF worth $35.7K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #249 holding.
  • LifeSteps Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.