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 Q2	–	Sell	-4,377	Closed	-$307K	–	91
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 $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

S.E.E.D. Planning Group's DGRO Position: Q2 2026 in Review

S.E.E.D. Planning Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 4,377 shares — an estimated $307K sold.

S.E.E.D. Planning Group first reported a position in DGRO in Q2 2023 and held it in 5 quarters. The position peaked at $355K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

S.E.E.D. Planning Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
S.E.E.D. Planning Group sold 4,377 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $307K.
S.E.E.D. Planning Group first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and held it in 5 quarters.
S.E.E.D. Planning Group's iShares Core Dividend Growth ETF position peaked at $355K in Q4 2025.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.