Summit Financial Strategies’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Summit Financial Strategies’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	$583K	Hold	7,692	–	–	0.04%	93
2026 Q1	$540K	Hold	7,692	–	–	0.04%	94
2025 Q4	$534K	Sell	7,692 -25	-0.3%	-$1.72K	0.04%	88
2025 Q3	$525K	Buy	7,717 +25	+0.3%	+$1.65K	0.05%	89
2025 Q2	$492K	Hold	7,692	–	–	0.05%	90
2025 Q1	$475K	Hold	7,692	–	–	0.05%	87
2024 Q4	$472K	Hold	7,692	–	–	0.05%	87
2024 Q3	$482K	Sell	7,692 -370	-5%	-$22.3K	0.05%	86
2024 Q2	$464K	Hold	8,062	–	–	0.06%	82
2024 Q1	$468K	Hold	8,062	–	–	0.07%	83
2023 Q4	$434K	Buy	8,062 +370	+5%	+$18.8K	0.07%	80
2023 Q3	$381K	Hold	7,692	–	–	0.07%	81
2023 Q2	$396K	Hold	7,692	–	–	0.07%	80
2023 Q1	$385K	Hold	7,692	–	–	0.08%	80
2022 Q4	$385K	Hold	7,692	–	–	0.08%	79
2022 Q3	$342K	Buy	7,692 +2,822	+58%	+$139K	0.08%	82
2022 Q2	$232K	Hold	4,870	–	–	0.05%	105
2022 Q1	$260K	Hold	4,870	–	–	0.05%	92
2021 Q4	$271K	Hold	4,870	–	–	0.05%	97
2021 Q3	$245K	Hold	4,870	–	–	0.05%	102
2021 Q2	$245K	Hold	4,870	–	–	0.05%	105
2021 Q1	$235K	Hold	4,870	–	–	0.08%	61
2020 Q4	$218K	Buy	+4,870	New	+$207K	0.07%	78

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Financial Strategies's DGRO Position: Q2 2026 in Review

Summit Financial Strategies held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 7,692 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #93.

Summit Financial Strategies first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. 901 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Summit Financial Strategies held 7,692 shares of iShares Core Dividend Growth ETF worth $583K as of Q2 2026.
Summit Financial Strategies left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #93 holding.
Summit Financial Strategies first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
901 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.