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

Planning Strategies’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	$15.6M	Buy	+205,356	New	+$15.1M	9.71%	3

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Planning Strategies's DGRO Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 205,356 shares worth $15.6M. The stake represents 9.71% of the portfolio and ranks #3 among its holdings.

1,298 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Planning Strategies held 205,356 shares of iShares Core Dividend Growth ETF worth $15.6M as of Q2 2026.
iShares Core Dividend Growth ETF was a new Planning Strategies position in Q2 2026.
iShares Core Dividend Growth ETF made up 9.71% of Planning Strategies's portfolio in Q2 2026, its #3 holding.
1,298 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.