Forbes Financial Planning Inc. Increases Position in iShares Core Dividend Growth ETF $DGRO

Forbes Financial Planning Inc. grew its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO) by 6.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 74,865 shares of the company’s stock after buying an additional 4,586 shares during the quarter. iShares Core Dividend Growth ETF accounts for about 3.2% of Forbes Financial Planning Inc.’s investment portfolio, making the stock its 15th biggest position. Forbes Financial Planning Inc.’s holdings in iShares Core Dividend Growth ETF were worth $4,787,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DGRO. Soltis Investment Advisors LLC grew its position in iShares Core Dividend Growth ETF by 67.7% in the 2nd quarter. Soltis Investment Advisors LLC now owns 6,278 shares of the company’s stock valued at $401,000 after acquiring an additional 2,534 shares during the last quarter. Fairway Financial LLC grew its holdings in shares of iShares Core Dividend Growth ETF by 0.7% in the second quarter. Fairway Financial LLC now owns 152,843 shares of the company’s stock worth $9,773,000 after purchasing an additional 1,002 shares during the last quarter. SouthState Corp increased its stake in iShares Core Dividend Growth ETF by 42.5% in the 2nd quarter. SouthState Corp now owns 95,913 shares of the company’s stock worth $6,133,000 after buying an additional 28,601 shares during the period. Ethos Financial Group LLC lifted its holdings in iShares Core Dividend Growth ETF by 11.2% during the 2nd quarter. Ethos Financial Group LLC now owns 4,620 shares of the company’s stock valued at $295,000 after buying an additional 465 shares in the last quarter. Finally, Atlantic Union Bankshares Corp boosted its position in iShares Core Dividend Growth ETF by 39.4% in the 2nd quarter. Atlantic Union Bankshares Corp now owns 10,612 shares of the company’s stock valued at $679,000 after buying an additional 3,001 shares during the period.

iShares Core Dividend Growth ETF Price Performance

Shares of DGRO stock opened at $67.51 on Friday. The company has a market capitalization of $34.26 billion, a P/E ratio of 19.66 and a beta of 0.84. The company’s 50-day simple moving average is $67.79 and its two-hundred day simple moving average is $64.91. iShares Core Dividend Growth ETF has a one year low of $54.09 and a one year high of $69.20.

iShares Core Dividend Growth ETF Profile

The iShares Core Dividend Growth ETF (DGRO) is an exchange-traded fund that is based on the Morningstar US Dividend Growth index. The fund tracks an index of US stocks that are selected by dividends, dividend growth and payout ratio, then weighted by dividend dollars. DGRO was launched on Jun 10, 2014 and is managed by BlackRock.