Ownership history in WealthPLAN Partners, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in iShares Core Dividend Growth ETF (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 230,102 | -2,328 | -1.0% | 2.39% | $16.0M | $69.10 |
| 2025 Q3 | ADDED | 232,430 | +3,891 | +1.7% | 2.37% | $15.8M | $67.33 |
| 2025 Q2 | REDUCED | 228,539 | -50,341 | -18.1% | 2.35% | $14.6M | $62.89 |
| 2025 Q1 | ADDED | 278,880 | +5,373 | +2.0% | 2.43% | $17.2M | $60.45 |
| 2024 Q4 | REDUCED | 273,507 | -35,272 | -11.4% | 2.38% | $16.8M | $59.72 |
| 2024 Q3 | REDUCED | 308,779 | -171,479 | -35.7% | 2.60% | $19.4M | $60.67 |
| 2024 Q2 | ADDED | 480,258 | +8,664 | +1.8% | 2.97% | $27.7M | $55.40 |
| 2024 Q1 | ADDED | 471,594 | +147,434 | +45.5% | 2.83% | $27.4M | $55.55 |
| 2023 Q4 | ADDED | 324,160 | +6,579 | +2.1% | 1.79% | $17.4M | $51.21 |
| 2023 Q3 | ADDED | 317,581 | +37,213 | +13.3% | 1.83% | $15.7M | $46.81 |
As of 2025 Q4 — sorted by position size