Meredith Wealth Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Meredith Wealth 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 Q3	$608K	Buy	+8,069	New	+$630K	0.15%	47

Other funds holding DGRO

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Meredith Wealth Planning's DGRO Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 8,069 shares worth $608K. The stake represents 0.15% of the portfolio and ranks #47 among its holdings.

387 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Meredith Wealth Planning held 8,069 shares of iShares Core Dividend Growth ETF worth $608K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Meredith Wealth Planning position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.15% of Meredith Wealth Planning's portfolio in Q3 2026, its #47 holding.
387 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.