Sound View Wealth Advisors Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sound View Wealth Advisors 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 Q2	$8.95M	Sell	118,154 -22,575	-16%	-$1.67M	0.56%	44
2026 Q1	$9.88M	Sell	140,729 -5,782	-4%	-$415K	0.67%	40
2025 Q4	$10.2M	Sell	146,511 -3,560	-2%	-$245K	0.68%	37
2025 Q3	$10.2M	Sell	150,071 -2,250	-1%	-$149K	0.7%	38
2025 Q2	$9.74M	Sell	152,321 -3,977	-3%	-$243K	0.72%	35
2025 Q1	$9.66M	Sell	156,298 -15,897	-9%	-$996K	0.79%	33
2024 Q4	$10.6M	Sell	172,195 -2,088	-1%	-$132K	0.85%	30
2024 Q3	$10.9M	Buy	174,283 +15,749	+10%	+$949K	0.89%	29
2024 Q2	$9.13M	Sell	158,534 -24,410	-13%	-$1.39M	0.94%	29
2024 Q1	$10.6M	Sell	182,944 -21,717	-11%	-$1.21M	1.13%	23
2023 Q4	$11M	Buy	204,661 +5,647	+3%	+$286K	1.22%	19
2023 Q3	$9.86M	Buy	199,014 +10,841	+6%	+$561K	1.23%	18
2023 Q2	$9.7M	Buy	188,173 +52	+0%	+$2.62K	1.27%	17
2023 Q1	$9.4M	Sell	188,121 -16,540	-8%	-$830K	1.29%	16
2022 Q4	$11M	Buy	204,661 +69,553	+51%	+$3.41M	1.22%	19
2022 Q3	$6.01M	Sell	135,108 -4,624	-3%	-$228K	1.35%	17
2022 Q2	$6.66M	Buy	139,732 +13	+0%	+$655	1.39%	16
2022 Q1	$7.46M	Buy	139,719 +956	+0.7%	+$51K	1.42%	16
2021 Q4	$7.71M	Buy	138,763 +12,822	+10%	+$684K	1.46%	14
2021 Q3	$6.33M	Sell	125,941 -2,767	-2%	-$143K	1.32%	18
2021 Q2	$6.48M	Buy	128,708 +66,589	+107%	+$3.34M	1.36%	16
2021 Q1	$3M	Sell	62,119 -264	-0.4%	-$12.2K	0.7%	42
2020 Q4	$2.8M	Buy	+62,383	New	+$2.65M	0.68%	41

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 View Wealth Advisors Group's DGRO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 16% in Q2 2026, selling an estimated $1.67M and leaving 118,154 shares worth $8.95M. The position accounts for 0.56% of the portfolio, ranked #44.

Sound View Wealth Advisors Group first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sound View Wealth Advisors Group held 118,154 shares of iShares Core Dividend Growth ETF worth $8.95M as of Q2 2026.
Sound View Wealth Advisors Group sold 22,575 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.67M.
iShares Core Dividend Growth ETF made up 0.56% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #44 holding.
Sound View Wealth Advisors Group first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
Sound View Wealth Advisors Group's iShares Core Dividend Growth ETF position peaked at $11M in Q4 2023.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.