Mark Sheptoff Financial Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Mark Sheptoff Financial 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 Q1	$47.9K	Buy	+652	New	+$46.7K	0.03%	181
2025 Q4	–	Sell	-355	Closed	-$24.2K	–	513
2025 Q3	$24.2K	Buy	355 +75	+27%	+$4.96K	0.01%	258
2025 Q2	$17.9K	Hold	280	–	–	0.01%	278
2025 Q1	$17.3K	Hold	280	–	–	0.01%	259
2024 Q4	$17.2K	Buy	+280	New	+$17.7K	0.01%	269

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's DGRO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q1 2026: 652 shares worth $47.9K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in DGRO as recently as Q3 2025.

Mark Sheptoff Financial Planning first reported a position in DGRO in Q4 2024 and has held it in 5 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Mark Sheptoff Financial Planning held 652 shares of iShares Core Dividend Growth ETF worth $47.9K as of Q1 2026.
iShares Core Dividend Growth ETF was a new Mark Sheptoff Financial Planning position in Q1 2026.
iShares Core Dividend Growth ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #181 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.