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

Next Level 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	$27K	Buy	+358	New	+$28K	0.01%	230

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Next Level Wealth Planning's DGRO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 358 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

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

Next Level Wealth Planning held 358 shares of iShares Core Dividend Growth ETF worth $27K as of Q3 2026.
iShares Core Dividend Growth ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Core Dividend Growth ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #230 holding.
861 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.