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WealthPlan Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

WealthPlan Investment Management’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 		$20.1M Buy
265,749
+85,797
+48% +$6.33M 1% 25
2026
Q1 		$12.6M Sell
179,952
-75,640
-30% -$5.42M 0.7% 39
2025
Q4 		$17.7M Sell
255,592
-29,686
-10% -$2.04M 1.13% 18
2025
Q3 		$19.4M Sell
285,278
-54,294
-16% -$3.59M 1.29% 16
2025
Q2 		$21.7M Buy
339,572
+43,013
+15% +$2.62M 1.58% 7
2025
Q1 		$18.3M Sell
296,559
-20,912
-7% -$1.31M 1.8% 6
2024
Q4 		$19.5M Buy
317,471
+47,843
+18% +$3.02M 1.92% 6
2024
Q3 		$16.9M Buy
269,628
+170,636
+172% +$10.3M 1.71% 7
2024
Q2 		$5.7M Buy
98,992
+2,740
+3% +$157K 0.86% 50
2024
Q1 		$5.59M Sell
96,252
-37,643
-28% -$2.09M 0.85% 48
2023
Q4 		$7.21M Buy
133,895
+11,922
+10% +$605K 1.15% 33
2023
Q3 		$6.04M Buy
121,973
+21,669
+22% +$1.12M 1.07% 39
2023
Q2 		$5.17M Sell
100,304
-43,257
-30% -$2.18M 1.54% 17
2023
Q1 		$7.18M Sell
143,561
-344,526
-71% -$17.3M 1.24% 33
2022
Q4 		$25.3M Sell
488,087
-4,568
-0.9% -$224K 1.77% 6
2022
Q3 		$25M Buy
+492,655
New +$24.2M 1.83% 5
2022
Q1 		$30.9M Buy
+610,960
New +$32.6M 2.14% 5

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

WealthPlan Investment Management's DGRO Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 48% in Q2 2026, buying an estimated $6.33M and bringing the position to 265,749 shares worth $20.1M. The position accounts for 1% of the portfolio, ranked #25.

WealthPlan Investment Management first reported a position in DGRO in Q1 2022 and has held it in 17 quarters since. The position peaked at $30.9M in Q1 2022. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • WealthPlan Investment Management held 265,749 shares of iShares Core Dividend Growth ETF worth $20.1M as of Q2 2026.
  • WealthPlan Investment Management bought 85,797 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.33M.
  • iShares Core Dividend Growth ETF made up 1% of WealthPlan Investment Management's portfolio in Q2 2026, its #25 holding.
  • WealthPlan Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's iShares Core Dividend Growth ETF position peaked at $30.9M in Q1 2022.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.