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

Planning Project LLC’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
2025 Q4	$214K	Buy	+3,079	New	+$212K	0.05%	34

Other funds holding DGRO

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 Project LLC's DGRO Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q4 2025: 3,079 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #34 among its holdings.

1,283 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Planning Project LLC held 3,079 shares of iShares Core Dividend Growth ETF worth $214K as of Q4 2025.
iShares Core Dividend Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Core Dividend Growth ETF made up 0.05% of Planning Project LLC's portfolio in Q4 2025, its #34 holding.
1,283 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.