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Planning Strategies Inc.’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Planning Strategies Inc.’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 		$15.6M Buy
+205,356
New +$15.1M 9.71% 3

Other funds holding DGRO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Planning Strategies Inc.'s DGRO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 205,356 shares worth $15.6M. The stake represents 9.71% of the portfolio and ranks #3 among its holdings.

552 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Planning Strategies Inc. held 205,356 shares of iShares Core Dividend Growth ETF worth $15.6M as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 9.71% of Planning Strategies Inc.'s portfolio in Q2 2026, its #3 holding.
  • 552 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.