XY Planning Network
DGRO icon

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
Q3 		$640K Buy
8,489
+2
+0% +$156 0.07% 208
2026
Q2 		$643K Buy
+8,487
New +$626K 0.08% 182

Other funds holding DGRO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wolff Financial Management
Wolff Financial Management Kalamazoo, Michigan $494M AUM 13.25% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

XY Planning Network's DGRO Position: Q3 2026 in Review

XY Planning Network increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.02% in Q3 2026, buying an estimated $156 and bringing the position to 8,489 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #208.

XY Planning Network first reported a position in DGRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $643K in Q2 2026. 467 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • XY Planning Network held 8,489 shares of iShares Core Dividend Growth ETF worth $640K as of Q3 2026.
  • XY Planning Network bought 2 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $156.
  • iShares Core Dividend Growth ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #208 holding.
  • XY Planning Network first reported a position in iShares Core Dividend Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's iShares Core Dividend Growth ETF position peaked at $643K in Q2 2026.
  • 467 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.