SS
DGRO icon

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

Sound Stewardship’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 		$2.06M Hold
27,208
– – 0.85% 25
2026
Q1 		$1.91M Sell
27,208
-896
-3% -$64.2K 0.87% 25
2025
Q4 		$1.95M Sell
28,104
-1,188
-4% -$81.7K 0.94% 24
2025
Q3 		$1.99M Sell
29,292
-2,576
-8% -$170K 0.96% 24
2025
Q2 		$2.04M Buy
31,868
+57
+0.2% +$3.48K 1.05% 22
2025
Q1 		$1.97M Sell
31,811
-83
-0.3% -$5.2K 1.12% 20
2024
Q4 		$1.96M Sell
31,894
-1,672
-5% -$105K 1.16% 19
2024
Q3 		$2.1M Sell
33,566
-183
-0.5% -$11K 1.18% 20
2024
Q2 		$1.94M Sell
33,749
-96
-0.3% -$5.48K 1.18% 20
2024
Q1 		$1.97M Sell
33,845
-1,376
-4% -$76.4K 1.19% 21
2023
Q4 		$1.9M Sell
35,221
-296
-0.8% -$15K 1.25% 27
2023
Q3 		$1.76M Sell
35,517
-316
-0.9% -$16.4K 1.18% 30
2023
Q2 		$1.85M Sell
35,833
-3,226
-8% -$162K 1.22% 30
2023
Q1 		$1.95M Sell
39,059
-625
-2% -$31.4K 1.31% 30
2022
Q4 		$1.98M Buy
+39,684
New +$1.95M 1.47% 30

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return