Soundwatch Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Soundwatch Capital’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	$439K	Sell	5,792 -1,379	-19%	-$102K	0.05%	33
2026 Q1	$503K	Buy	7,171 +1,016	+17%	+$72.8K	0.06%	29
2025 Q4	$427K	Buy	6,155 +883	+17%	+$60.7K	0.07%	29
2025 Q3	$359K	Hold	5,272	–	–	0.06%	26
2025 Q2	$335K	Hold	5,272	–	–	0.06%	122
2025 Q1	$326K	Sell	5,272 -384	-7%	-$24.1K	0.15%	21
2024 Q4	$347K	Buy	5,656 +384	+7%	+$24.2K	0.04%	27
2024 Q3	$331K	Buy	+5,272	New	+$318K	0.05%	25
2024 Q1	–	Sell	-5,272	Closed	-$284K	–	19
2023 Q4	$284K	Hold	5,272	–	–	0.14%	28
2023 Q3	$261K	Buy	+5,272	New	+$273K	0.06%	25

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

Soundwatch Capital's DGRO Position: Q2 2026 in Review

Soundwatch Capital reduced its iShares Core Dividend Growth ETF (DGRO) stake by 19% in Q2 2026, selling an estimated $102K and leaving 5,792 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #33.

Soundwatch Capital first reported a position in DGRO in Q3 2023 and has held it in 10 quarters since. The position peaked at $503K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Soundwatch Capital held 5,792 shares of iShares Core Dividend Growth ETF worth $439K as of Q2 2026.
Soundwatch Capital sold 1,379 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $102K.
iShares Core Dividend Growth ETF made up 0.05% of Soundwatch Capital's portfolio in Q2 2026, its #33 holding.
Soundwatch Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2023 and has held it in 10 quarters since.
Soundwatch Capital's iShares Core Dividend Growth ETF position peaked at $503K in Q1 2026.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.