Stonebridge Financial Group (Pennsylvania)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$62.5M	Sell	825,225 -4,489	-0.5%	-$331K	4.74%	1
2026 Q1	$58.2M	Buy	829,714 +41,535	+5%	+$2.98M	4.79%	1
2025 Q4	$54.7M	Buy	788,179 +9,851	+1%	+$677K	4.67%	1
2025 Q3	$53M	Buy	778,328 +2,689	+0.3%	+$178K	4.67%	2
2025 Q2	$49.6M	Buy	775,639 +12,890	+2%	+$786K	4.82%	2
2025 Q1	$47.1M	Buy	762,749 +39,101	+5%	+$2.45M	5.01%	1
2024 Q4	$44.4M	Buy	+723,648	New	+$45.7M	4.89%	1

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DGRO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.54% in Q2 2026, selling an estimated $331K and leaving 825,225 shares worth $62.5M. The position accounts for 4.74% of the portfolio, ranked #1.

Stonebridge Financial Group (Pennsylvania) first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,184 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 825,225 shares of iShares Core Dividend Growth ETF worth $62.5M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 4,489 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $331K.
iShares Core Dividend Growth ETF made up 4.74% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #1 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.