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Summit Wealth Group, LLC/OK’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Summit Wealth Group, LLC/OK’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 		$2.14M Buy
28,336
+3,657
+15% +$286K 3.62% 9
2026
Q2 		$1.87M Buy
24,679
+1,934
+9% +$143K 2.43% 16
2026
Q1 		$1.6M Sell
22,745
-784
-3% -$56.2K 2.23% 15
2025
Q4 		$1.63M Buy
+23,529
New +$1.62M 1.68% 17

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Summit Wealth Group, LLC/OK's DGRO Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK increased its iShares Core Dividend Growth ETF (DGRO) stake by 15% in Q3 2026, buying an estimated $286K and bringing the position to 28,336 shares worth $2.14M. The position accounts for 3.62% of the portfolio, ranked #9.

Summit Wealth Group, LLC/OK first reported a position in DGRO in Q4 2025 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 28,336 shares of iShares Core Dividend Growth ETF worth $2.14M as of Q3 2026.
  • Summit Wealth Group, LLC/OK bought 3,657 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $286K.
  • iShares Core Dividend Growth ETF made up 3.62% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #9 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares Core Dividend Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.