Sowa Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sowa Financial 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	$2.3M	Sell	30,382 -273	-0.9%	-$20.1K	1.07%	13
2026 Q1	$2.15M	Sell	30,655 -311	-1%	-$22.3K	1.07%	14
2025 Q4	$2.15M	Sell	30,966 -14	-0%	-$963	1.12%	13
2025 Q3	$2.11M	Sell	30,980 -828	-3%	-$54.7K	1.18%	12
2025 Q2	$2.03M	Buy	31,808 +5,033	+19%	+$307K	1.27%	12
2025 Q1	$1.65M	Sell	26,775 -2,030	-7%	-$127K	1.09%	15
2024 Q4	$1.77M	Sell	28,805 -6,748	-19%	-$426K	1.11%	16
2024 Q3	$2.23M	Sell	35,553 -6,473	-15%	-$390K	1.41%	14
2024 Q2	$2.42M	Sell	42,026 -23,850	-36%	-$1.36M	1.83%	13
2024 Q1	$3.54M	Hold	65,876	–	–	2.89%	10
2023 Q4	$3.54M	Sell	65,876 -22,850	-26%	-$1.16M	2.89%	10
2023 Q3	$4.39M	Sell	88,726 -14,505	-14%	-$751K	3.3%	8
2023 Q2	$5.32M	Buy	103,231 +3,001	+3%	+$151K	3.65%	8
2023 Q1	$5.01M	Buy	100,230 +1,112	+1%	+$55.8K	3.59%	8
2022 Q4	$4.96M	Buy	99,118 +1,792	+2%	+$88K	3.7%	8
2022 Q3	$4.33M	Buy	97,326 +4,017	+4%	+$198K	3.42%	8
2022 Q2	$4.45M	Buy	93,309 +3,918	+4%	+$198K	3.39%	9
2022 Q1	$4.77M	Buy	89,391 +1,924	+2%	+$103K	2.86%	8
2021 Q4	$4.86M	Buy	87,467 +3,528	+4%	+$188K	2.85%	9
2021 Q3	$4.22M	Buy	83,939 +3,307	+4%	+$171K	2.74%	12
2021 Q2	$4.06M	Buy	80,632 +2,908	+4%	+$146K	3.01%	11
2021 Q1	$3.75M	Buy	77,724 +4,746	+7%	+$219K	2.64%	13
2020 Q4	$3.27M	Buy	72,978 +4,391	+6%	+$187K	2.2%	14
2020 Q3	$2.73M	Buy	68,587 +1,383	+2%	+$54.9K	1.96%	15
2020 Q2	$2.53M	Buy	67,204 +3,759	+6%	+$137K	1.91%	15
2020 Q1	$2.07M	Buy	63,445 +534	+0.8%	+$20.9K	1.82%	16
2019 Q4	$2.65M	Buy	+62,911	New	+$2.54M	2.15%	15

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

Sowa Financial Group's DGRO Position: Q2 2026 in Review

Sowa Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.89% in Q2 2026, selling an estimated $20.1K and leaving 30,382 shares worth $2.3M. The position accounts for 1.07% of the portfolio, ranked #13.

Sowa Financial Group first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.32M in Q2 2023. 1,326 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sowa Financial Group held 30,382 shares of iShares Core Dividend Growth ETF worth $2.3M as of Q2 2026.
Sowa Financial Group sold 273 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Core Dividend Growth ETF made up 1.07% of Sowa Financial Group's portfolio in Q2 2026, its #13 holding.
Sowa Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
Sowa Financial Group's iShares Core Dividend Growth ETF position peaked at $5.32M in Q2 2023.
1,326 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.