SFPG
DGRO icon

Stonebridge Financial Planning Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stonebridge Financial 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 		$9.59M Buy
126,480
+1,993
+2% +$147K 3.05% 4
2026
Q1 		$8.74M Buy
124,487
+2,237
+2% +$160K 3.21% 4
2025
Q4 		$8.49M Buy
122,250
+5,973
+5% +$411K 3.06% 4
2025
Q3 		$7.92M Buy
116,277
+6,282
+6% +$415K 2.97% 4
2025
Q2 		$7.03M Buy
109,995
+3,890
+4% +$237K 2.94% 4
2025
Q1 		$6.56M Buy
106,105
+4,717
+5% +$296K 2.99% 4
2024
Q4 		$6.22M Buy
101,388
+2,847
+3% +$180K 2.78% 4
2024
Q3 		$6.18M Buy
98,541
+1,183
+1% +$71.3K 2.94% 4
2024
Q2 		$5.61M Buy
97,358
+3,241
+3% +$185K 2.82% 5
2024
Q1 		$5.46M Buy
94,117
+2,650
+3% +$147K 2.89% 5
2023
Q4 		$4.92M Buy
91,467
+25,101
+38% +$1.27M 2.83% 6
2023
Q3 		$3.29M Sell
66,366
-5,363
-7% -$278K 2.11% 9
2023
Q2 		$3.7M Buy
71,729
+52
+0.1% +$2.62K 2.25% 8
2023
Q1 		$3.58M Sell
71,677
-1,860
-3% -$93.4K 2.31% 8
2022
Q4 		$3.68M Sell
73,537
-1,143
-2% -$56.1K 2.45% 8
2022
Q3 		$3.32M Sell
74,680
-1,372
-2% -$67.5K 2.32% 9
2022
Q2 		$3.62M Buy
76,052
+2,375
+3% +$120K 2.46% 11
2022
Q1 		$3.94M Buy
73,677
+1,523
+2% +$81.3K 2.2% 11
2021
Q4 		$3.85M Buy
72,154
+4,407
+7% +$235K 2.02% 11
2021
Q3 		$3.64M Buy
67,747
+11,605
+21% +$601K 1.78% 15
2021
Q2 		$2.88M Buy
56,142
+15,929
+40% +$799K 1.53% 19
2021
Q1 		$1.99M Buy
40,213
+31,913
+384% +$1.48M 1.16% 26
2020
Q4 		$372K Buy
8,300
+6,700
+419% +$285K 0.24% 69
2020
Q3 		$66K Buy
+1,600
New +$63.6K 0.05% 158

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 $1.55T AUM 33.47% 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

Stonebridge Financial Planning Group's DGRO Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q2 2026, buying an estimated $147K and bringing the position to 126,480 shares worth $9.59M. The position accounts for 3.05% of the portfolio, ranked #4.

Stonebridge Financial Planning Group first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Stonebridge Financial Planning Group held 126,480 shares of iShares Core Dividend Growth ETF worth $9.59M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 1,993 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Core Dividend Growth ETF made up 3.05% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #4 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.