Retirement Planning Group (Kansas)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Retirement Planning Group (Kansas)’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	$2.03M	Sell	26,765 -4,289	-14%	-$316K	0.05%	155
2026 Q1	$2.18M	Sell	31,054 -3,121	-9%	-$224K	0.07%	126
2025 Q4	$2.37M	Buy	34,175 +1,883	+6%	+$129K	0.08%	102
2025 Q3	$2.2M	Buy	+32,292	New	+$2.13M	0.08%	106
2023 Q1	–	Sell	-45,219	Closed	-$2.26M	–	148
2022 Q4	$2.26M	Sell	45,219 -1,434	-3%	-$70.4K	0.26%	39
2022 Q3	$2.08M	Buy	46,653 +18,232	+64%	+$897K	0.26%	34
2022 Q2	$1.35M	Buy	+28,421	New	+$1.43M	0.17%	42

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

Retirement Planning Group (Kansas)'s DGRO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q2 2026, selling an estimated $316K and leaving 26,765 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #155.

Retirement Planning Group (Kansas) first reported a position in DGRO in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.37M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Retirement Planning Group (Kansas) held 26,765 shares of iShares Core Dividend Growth ETF worth $2.03M as of Q2 2026.
Retirement Planning Group (Kansas) sold 4,289 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $316K.
iShares Core Dividend Growth ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #155 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s iShares Core Dividend Growth ETF position peaked at $2.37M in Q4 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.