Sequent Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sequent Planning’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	$1.23M	Sell	17,518 -711	-4%	-$51K	0.3%	78
2025 Q4	$1.27M	Sell	18,229 -74	-0.4%	-$5.09K	0.32%	72
2025 Q3	$1.25M	Sell	18,303 -501	-3%	-$33.1K	0.35%	63
2025 Q2	$1.2M	Buy	18,804 +2,392	+15%	+$146K	0.38%	42
2025 Q1	$1.01M	Sell	16,412 -7	-0%	-$439	0.37%	45
2024 Q4	$1.01M	Sell	16,419 -748	-4%	-$47.2K	0.37%	47
2024 Q3	$1.08M	Buy	17,167 +1,142	+7%	+$68.8K	0.37%	47
2024 Q2	$921K	Sell	16,025 -1,188	-7%	-$67.9K	0.32%	50
2024 Q1	$999K	Buy	+17,213	New	+$956K	0.36%	49

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

Sequent Planning's DGRO Position: Q1 2026 in Review

Sequent Planning reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.9% in Q1 2026, selling an estimated $51K and leaving 17,518 shares worth $1.23M. The position accounts for 0.3% of the portfolio, ranked #78.

Sequent Planning first reported a position in DGRO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Sequent Planning held 17,518 shares of iShares Core Dividend Growth ETF worth $1.23M as of Q1 2026.
Sequent Planning sold 711 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $51K.
iShares Core Dividend Growth ETF made up 0.3% of Sequent Planning's portfolio in Q1 2026, its #78 holding.
Sequent Planning first reported a position in iShares Core Dividend Growth ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's iShares Core Dividend Growth ETF position peaked at $1.27M in Q4 2025.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.