Plante Moran Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Plante Moran Financial Advisors’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	$160K	Sell	2,117 -653	-24%	-$48.2K	0.01%	188
2026 Q1	$194K	Sell	2,770 -280	-9%	-$20.1K	0.01%	166
2025 Q4	$212K	Hold	3,050	–	–	0.01%	164
2025 Q3	$208K	Buy	3,050 +280	+10%	+$18.5K	0.01%	164
2025 Q2	$177K	Sell	2,770 -865	-24%	-$52.7K	0.01%	171
2025 Q1	$225K	Hold	3,635	–	–	0.02%	158
2024 Q4	$223K	Hold	3,635	–	–	0.02%	163
2024 Q3	$228K	Hold	3,635	–	–	0.02%	167
2024 Q2	$209K	Sell	3,635 -591	-14%	-$33.8K	0.02%	170
2024 Q1	$245K	Buy	4,226 +2,536	+150%	+$141K	0.03%	153
2023 Q4	$91K	Buy	1,690 +825	+95%	+$41.8K	0.01%	255
2023 Q3	$42.8K	Hold	865	–	–	0.01%	308
2023 Q2	$44.6K	Hold	865	–	–	0.01%	316
2023 Q1	$43.2K	Hold	865	–	–	0.01%	308
2022 Q4	$43.3K	Hold	865	–	–	0.01%	330
2022 Q3	$38K	Sell	865 -50	-5%	-$2.46K	0.01%	347
2022 Q2	$44K	Buy	915 +50	+6%	+$2.52K	0.01%	328
2022 Q1	$46K	Hold	865	–	–	0.01%	348
2021 Q4	$48K	Hold	865	–	–	0.01%	371
2021 Q3	$43K	Hold	865	–	–	0.01%	410
2021 Q2	$44K	Hold	865	–	–	0.01%	401
2021 Q1	$42K	Buy	+865	New	+$40K	0.01%	396
2020 Q2	–	Sell	-441	Closed	-$14K	–	772
2020 Q1	$14K	Buy	+441	New	+$17.3K	0.01%	448

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

Plante Moran Financial Advisors's DGRO Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 24% in Q2 2026, selling an estimated $48.2K and leaving 2,117 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #188.

Plante Moran Financial Advisors first reported a position in DGRO in Q1 2020 and has held it in 23 quarters since. The position peaked at $245K in Q1 2024. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Plante Moran Financial Advisors held 2,117 shares of iShares Core Dividend Growth ETF worth $160K as of Q2 2026.
Plante Moran Financial Advisors sold 653 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $48.2K.
iShares Core Dividend Growth ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #188 holding.
Plante Moran Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 23 quarters since.
Plante Moran Financial Advisors's iShares Core Dividend Growth ETF position peaked at $245K in Q1 2024.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.