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

Planning Directions’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	–	Sell	-3,742	Closed	-$263K	–	112
2026 Q1	$263K	Buy	3,742 +191	+5%	+$13.7K	0.13%	87
2025 Q4	$247K	Buy	3,551 +19	+0.5%	+$1.31K	0.12%	83
2025 Q3	$240K	Buy	3,532 +275	+8%	+$18.2K	0.13%	80
2025 Q2	$208K	Buy	+3,257	New	+$199K	0.12%	82
2022 Q1	–	Sell	-5,551	Closed	-$309K	–	78
2021 Q4	$309K	Buy	5,551 +687	+14%	+$36.7K	0.21%	58
2021 Q3	$244K	Buy	+4,864	New	+$252K	0.18%	62

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Directions's DGRO Position: Q2 2026 in Review

Planning Directions sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 3,742 shares — an estimated $263K sold.

Planning Directions first reported a position in DGRO in Q3 2021 and held it in 6 quarters. The position peaked at $309K in Q4 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Planning Directions reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Planning Directions sold 3,742 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $263K.
Planning Directions first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 6 quarters.
Planning Directions's iShares Core Dividend Growth ETF position peaked at $309K in Q4 2021.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.