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Cyndeo Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cyndeo Wealth Partners’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 		$1.11M Buy
14,608
+10
+0.1% +$738 0.05% 251
2026
Q1 		$1.02M Hold
14,598
– – 0.05% 235
2025
Q4 		$1.01M Hold
14,598
– – 0.05% 237
2025
Q3 		$994K Sell
14,598
-73
-0.5% -$4.82K 0.06% 234
2025
Q2 		$938K Sell
14,671
-923
-6% -$56.3K 0.06% 237
2025
Q1 		$963K Buy
15,594
+923
+6% +$57.8K 0.06% 218
2024
Q4 		$900K Hold
14,671
– – 0.06% 224
2024
Q3 		$920K Sell
14,671
-1,015
-6% -$61.2K 0.06% 225
2024
Q2 		$904K Buy
15,686
+1,068
+7% +$61K 0.07% 221
2024
Q1 		$849K Buy
14,618
+20
+0.1% +$1.11K 0.07% 215
2023
Q4 		$786K Buy
14,598
+6,799
+87% +$345K 0.07% 208
2023
Q3 		$386K Buy
+7,799
New +$404K 0.04% 242

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Cyndeo Wealth Partners's DGRO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.07% in Q2 2026, buying an estimated $738 and bringing the position to 14,608 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #251.

Cyndeo Wealth Partners first reported a position in DGRO in Q3 2023 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Cyndeo Wealth Partners held 14,608 shares of iShares Core Dividend Growth ETF worth $1.11M as of Q2 2026.
  • Cyndeo Wealth Partners bought 10 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $738.
  • iShares Core Dividend Growth ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.