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PlanVest Financial’s iShares Core Dividend Growth ETF DGRO Stock Holding History

PlanVest Financial’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 		$528K Buy
6,972
+832
+14% +$61.4K 0.35% 54
2026
Q1 		$431K Buy
+6,140
New +$440K 0.33% 59

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 22.96% 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

PlanVest Financial's DGRO Position: Q2 2026 in Review

PlanVest Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q2 2026, buying an estimated $61.4K and bringing the position to 6,972 shares worth $528K. The position accounts for 0.35% of the portfolio, ranked #54.

PlanVest Financial first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. 1,298 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • PlanVest Financial held 6,972 shares of iShares Core Dividend Growth ETF worth $528K as of Q2 2026.
  • PlanVest Financial bought 832 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Core Dividend Growth ETF made up 0.35% of PlanVest Financial's portfolio in Q2 2026, its #54 holding.
  • PlanVest Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,298 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.