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

Sound Income Strategies’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	–	Sell	-1,979	Closed	-$139K	–	940
2026 Q1	$139K	Buy	1,979 +871	+79%	+$62.4K	0.01%	508
2025 Q4	$79.2K	Buy	1,108 +1,059	+2,161%	+$72.8K	﹤0.01%	647
2025 Q3	$3.34K	Sell	49 -362	-88%	-$23.9K	﹤0.01%	1257
2025 Q2	$26.3K	Buy	411 +2	+0.5%	+$122	﹤0.01%	687
2025 Q1	$25.2K	Buy	409 +287	+235%	+$18K	﹤0.01%	669
2024 Q4	$7.49K	Buy	122 +1	+0.8%	+$63	﹤0.01%	908
2024 Q3	$7.61K	Hold	121	–	–	﹤0.01%	858
2024 Q2	$6.95K	Sell	121 -136	-53%	-$7.77K	﹤0.01%	851
2024 Q1	$14.9K	Buy	+257	New	+$14.3K	﹤0.01%	656
2023 Q2	–	Sell	-298	Closed	-$14.9K	–	1122
2023 Q1	$14.9K	Buy	+298	New	+$15K	﹤0.01%	467
2022 Q4	–	Sell	-243	Closed	-$11K	–	989
2022 Q3	$11K	Hold	243	–	–	﹤0.01%	447
2022 Q2	$12K	Hold	243	–	–	﹤0.01%	436
2022 Q1	$13K	Hold	243	–	–	﹤0.01%	418
2021 Q4	$14K	Hold	243	–	–	﹤0.01%	425
2021 Q3	$12K	Hold	243	–	–	﹤0.01%	424
2021 Q2	$12K	Buy	+243	New	+$12.2K	﹤0.01%	437

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sound Income Strategies's DGRO Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 1,979 shares — an estimated $139K sold.

Sound Income Strategies first reported a position in DGRO in Q2 2021 and held it in 16 quarters. The position peaked at $139K in Q1 2026. 1,102 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sound Income Strategies reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,979 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $139K.
Sound Income Strategies first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 16 quarters.
Sound Income Strategies's iShares Core Dividend Growth ETF position peaked at $139K in Q1 2026.
1,102 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.