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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sound Stewardship's DGRO Position: Q2 2026 in Review

Sound Stewardship held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 27,208 shares worth $2.06M. The position accounts for 0.85% of the portfolio, ranked #25.

Sound Stewardship first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.1M in Q3 2024. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sound Stewardship held 27,208 shares of iShares Core Dividend Growth ETF worth $2.06M as of Q2 2026.
Sound Stewardship left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.85% of Sound Stewardship's portfolio in Q2 2026, its #25 holding.
Sound Stewardship first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's iShares Core Dividend Growth ETF position peaked at $2.1M in Q3 2024.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.