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
Q3 		$2.02M Sell
26,860
-348
-1% -$27.2K 0.82% 26
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 $3.79B AUM 15.36% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Sound Stewardship's DGRO Position: Q3 2026 in Review

Sound Stewardship reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q3 2026, selling an estimated $27.2K and leaving 26,860 shares worth $2.02M. The position accounts for 0.82% of the portfolio, ranked #26.

Sound Stewardship first reported a position in DGRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q3 2024. 182 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Sound Stewardship held 26,860 shares of iShares Core Dividend Growth ETF worth $2.02M as of Q3 2026.
  • Sound Stewardship sold 348 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $27.2K.
  • iShares Core Dividend Growth ETF made up 0.82% of Sound Stewardship's portfolio in Q3 2026, its #26 holding.
  • Sound Stewardship first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's iShares Core Dividend Growth ETF position peaked at $2.1M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.