S.E.E.D. Planning Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

S.E.E.D. Planning Group’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 Q1	$307K	Sell	4,377 -741	-14%	-$53.1K	0.09%	72
2025 Q4	$355K	Hold	5,118	–	–	0.1%	64
2025 Q3	$348K	Buy	+5,118	New	+$338K	0.1%	64
2024 Q1	–	Sell	-4,000	Closed	-$215K	–	80
2023 Q4	$215K	Buy	+4,000	New	+$203K	0.09%	75
2023 Q3	–	Sell	-4,000	Closed	-$206K	–	88
2023 Q2	$206K	Buy	+4,000	New	+$201K	0.07%	85

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

S.E.E.D. Planning Group's DGRO Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 14% in Q1 2026, selling an estimated $53.1K and leaving 4,377 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #72.

S.E.E.D. Planning Group first reported a position in DGRO in Q2 2023 and has held it in 5 quarters since. The position peaked at $355K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

S.E.E.D. Planning Group held 4,377 shares of iShares Core Dividend Growth ETF worth $307K as of Q1 2026.
S.E.E.D. Planning Group sold 741 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $53.1K.
iShares Core Dividend Growth ETF made up 0.09% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #72 holding.
S.E.E.D. Planning Group first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 5 quarters since.
S.E.E.D. Planning Group's iShares Core Dividend Growth ETF position peaked at $355K in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.