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

United 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	–	Sell	-4	Closed	-$281	–	484
2026 Q1	$281	Sell	4 -86	-96%	-$6.17K	﹤0.01%	451
2025 Q4	$6.25K	Sell	90 -192	-68%	-$13.2K	﹤0.01%	253
2025 Q3	$54.8K	Buy	+282	New	+$18.6K	0.03%	80

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

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

United Financial Planning Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 4 shares — an estimated $281 sold.

United Financial Planning Group first reported a position in DGRO in Q3 2025 and held it in 3 quarters. The position peaked at $54.8K in Q3 2025. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

United Financial Planning Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
United Financial Planning Group sold 4 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $281.
United Financial Planning Group first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and held it in 3 quarters.
United Financial Planning Group's iShares Core Dividend Growth ETF position peaked at $54.8K in Q3 2025.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.