PA
DGRO icon

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

Planning Alternatives’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 		– Sell
-5,119
Closed -$355K – 112
2025
Q4 		$355K Sell
5,119
-98
-2% -$6.74K 0.04% 69
2025
Q3 		$355K Sell
5,217
-27
-0.5% -$1.78K 0.05% 64
2025
Q2 		$335K Sell
5,244
-61
-1% -$3.72K 0.05% 63
2025
Q1 		$328K Sell
5,305
-9
-0.2% -$564 0.05% 62
2024
Q4 		$326K Sell
5,314
-78
-1% -$4.92K 0.05% 48
2024
Q3 		$338K Sell
5,392
-58
-1% -$3.5K 0.05% 46
2024
Q2 		$314K Sell
5,450
-55
-1% -$3.14K 0.05% 44
2024
Q1 		$320K Sell
5,505
-99
-2% -$5.5K 0.05% 42
2023
Q4 		$302K Sell
5,604
-113
-2% -$5.73K 0.05% 39
2023
Q3 		$283K Sell
5,717
-182
-3% -$9.42K 0.05% 39
2023
Q2 		$304K Sell
5,899
-80
-1% -$4.02K 0.06% 36
2023
Q1 		$299K Sell
5,979
-12
-0.2% -$603 0.06% 37
2022
Q4 		$300K Sell
5,991
-294
-5% -$14.4K 0.05% 38
2022
Q3 		$279K Sell
6,285
-32
-0.5% -$1.57K 0.06% 35
2022
Q2 		$301K Sell
6,317
-43
-0.7% -$2.17K 0.06% 37
2022
Q1 		$340K Sell
6,360
-38
-0.6% -$2.03K 0.05% 37
2021
Q4 		$356K Sell
6,398
-521
-8% -$27.8K 0.05% 37
2021
Q3 		$348K Sell
6,919
-211
-3% -$10.9K 0.06% 35
2021
Q2 		$359K Sell
7,130
-411
-5% -$20.6K 0.06% 33
2021
Q1 		$364K Sell
7,541
-9,473
-56% -$438K 0.06% 35
2020
Q4 		$763K Sell
17,014
-21,204
-55% -$901K 0.14% 31
2020
Q3 		$1.52M Sell
38,218
-48,127
-56% -$1.91M 0.29% 24
2020
Q2 		$3.25M Sell
86,345
-6,082
-7% -$221K 0.66% 23
2020
Q1 		$3.01M Buy
92,427
+4,237
+5% +$166K 0.7% 22
2019
Q4 		$3.71M Buy
88,190
+1,672
+2% +$67.6K 0.65% 25
2019
Q3 		$3.39M Sell
86,518
-261
-0.3% -$10.1K 0.62% 23
2019
Q2 		$3.31M Sell
86,779
-958
-1% -$35.9K 0.61% 24
2019
Q1 		$3.22M Sell
87,737
-16,881
-16% -$600K 0.59% 24
2018
Q4 		$3.47M Sell
104,618
-724
-0.7% -$25.4K 0.73% 22
2018
Q3 		$3.9M Sell
105,342
-1,499
-1% -$54.5K 0.67% 24
2018
Q2 		$3.66M Sell
106,841
-778
-0.7% -$26.8K 0.65% 24
2018
Q1 		$3.65M Buy
107,619
+19,198
+22% +$678K 0.66% 24
2017
Q4 		$3.08M Buy
88,421
+211
+0.2% +$7.12K 0.55% 23
2017
Q3 		$2.86M Buy
88,210
+2,362
+3% +$75.1K 0.53% 23
2017
Q2 		$2.69M Buy
85,848
+2,881
+3% +$89.1K 0.51% 24
2017
Q1 		$2.53M Buy
82,967
+11,640
+16% +$349K 0.49% 24
2016
Q4 		$2.06M Buy
71,327
+6,674
+10% +$188K 0.43% 25
2016
Q3 		$1.79M Buy
64,653
+3,069
+5% +$85.6K 0.38% 26
2016
Q2 		$1.68M Buy
61,584
+4,224
+7% +$113K 0.37% 27
2016
Q1 		$1.51M Buy
57,360
+20,176
+54% +$506K 0.33% 28
2015
Q4 		$955K Buy
37,184
+9,271
+33% +$240K 0.22% 30
2015
Q3 		$677K Buy
+27,913
New +$711K 0.17% 29

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

Planning Alternatives's DGRO Position: Q1 2026 in Review

Planning Alternatives sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2026, closing a stake of 5,119 shares — an estimated $355K sold.

Planning Alternatives first reported a position in DGRO in Q3 2015 and held it in 42 quarters. The position peaked at $3.9M in Q3 2018. 1,325 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Planning Alternatives reported no remaining iShares Core Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Planning Alternatives sold 5,119 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $355K.
  • Planning Alternatives first reported a position in iShares Core Dividend Growth ETF in Q3 2015 and held it in 42 quarters.
  • Planning Alternatives's iShares Core Dividend Growth ETF position peaked at $3.9M in Q3 2018.
  • 1,325 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.