Sound Financial Strategies Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sound Financial Strategies Group’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 Q1	$1.22M	Sell	17,346 -3,010	-15%	-$216K	0.83%	27
2025 Q4	$1.41M	Buy	20,356 +883	+5%	+$60.7K	1%	21
2025 Q3	$1.33M	Sell	19,473 -578	-3%	-$38.2K	0.97%	21
2025 Q2	$1.28M	Sell	20,051 -309	-2%	-$18.8K	1.08%	14
2025 Q1	$1.26M	Buy	20,360 +6,703	+49%	+$420K	1.12%	16
2024 Q4	$838K	Buy	13,657 +58	+0.4%	+$3.66K	0.7%	44
2024 Q3	$853K	Buy	13,599 +97	+0.7%	+$5.85K	0.68%	22
2024 Q2	$778K	Sell	13,502 -1,457	-10%	-$83.2K	0.68%	17
2024 Q1	$869K	Sell	14,959 -334	-2%	-$18.5K	0.72%	9
2023 Q4	$823K	Sell	15,293 -34,056	-69%	-$1.73M	0.69%	9
2023 Q3	$2.44M	Buy	49,349 +32,393	+191%	+$1.68M	2.02%	4
2023 Q2	$874K	Sell	16,956 -833	-5%	-$41.9K	0.64%	47
2023 Q1	$889K	Sell	17,789 -854	-5%	-$42.9K	0.59%	38
2022 Q4	$932K	Sell	18,643 -1,919	-9%	-$94.2K	0.68%	41
2022 Q3	$914K	Sell	20,562 -301	-1%	-$14.8K	1.37%	15
2022 Q2	$994K	Sell	20,863 -1,852	-8%	-$93.4K	0.78%	25
2022 Q1	$1.21M	Buy	22,715 +9,530	+72%	+$509K	0.67%	39
2021 Q4	$733K	Sell	13,185 -714	-5%	-$38.1K	0.37%	34
2021 Q3	$698K	Sell	13,899 -7,744	-36%	-$401K	0.35%	27
2021 Q2	$1.09M	Sell	21,643 -34,205	-61%	-$1.72M	0.54%	21
2021 Q1	$2.7M	Buy	55,848 +18,376	+49%	+$849K	1.38%	8
2020 Q4	$1.68M	Buy	37,472 +26,689	+248%	+$1.13M	0.92%	9
2020 Q3	$429K	Sell	10,783 -831	-7%	-$33K	0.27%	47
2020 Q2	$437K	Sell	11,614 -43,628	-79%	-$1.59M	0.28%	44
2020 Q1	$1.8M	Sell	55,242 -457,796	-89%	-$17.9M	1.23%	8
2019 Q4	$21.6M	Buy	+513,038	New	+$20.8M	13.67%	1

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sound Financial Strategies Group's DGRO Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 15% in Q1 2026, selling an estimated $216K and leaving 17,346 shares worth $1.22M. The position accounts for 0.83% of the portfolio, ranked #27.

Sound Financial Strategies Group first reported a position in DGRO in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.6M in Q4 2019. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Sound Financial Strategies Group held 17,346 shares of iShares Core Dividend Growth ETF worth $1.22M as of Q1 2026.
Sound Financial Strategies Group sold 3,010 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $216K.
iShares Core Dividend Growth ETF made up 0.83% of Sound Financial Strategies Group's portfolio in Q1 2026, its #27 holding.
Sound Financial Strategies Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 26 quarters since.
Sound Financial Strategies Group's iShares Core Dividend Growth ETF position peaked at $21.6M in Q4 2019.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.