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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

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

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. 382 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.
  • 382 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.