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

XY Planning Network’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	$643K	Buy	+8,487	New	+$626K	0.08%	182

Other funds holding DGRO

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

XY Planning Network's DGRO Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 8,487 shares worth $643K. The stake represents 0.08% of the portfolio and ranks #182 among its holdings.

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

XY Planning Network held 8,487 shares of iShares Core Dividend Growth ETF worth $643K as of Q2 2026.
iShares Core Dividend Growth ETF was a new XY Planning Network position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #182 holding.
446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.