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

Summit Financial Wealth Advisors’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	$1.45M	Buy	19,117 +37	+0.2%	+$2.73K	0.19%	68
2026 Q1	$1.34M	Buy	19,080 +13	+0.1%	+$932	0.19%	65
2025 Q4	$1.32M	Buy	19,067 +18	+0.1%	+$1.24K	0.19%	66
2025 Q3	$1.3M	Sell	19,049 -166	-0.9%	-$11K	0.2%	59
2025 Q2	$1.23M	Buy	19,215 +14	+0.1%	+$854	0.22%	55
2025 Q1	$1.19M	Buy	19,201 +14	+0.1%	+$877	0.24%	52
2024 Q4	$1.21M	Sell	19,187 -15	-0.1%	-$946	0.24%	52
2024 Q3	$1.2M	Buy	19,202 +17	+0.1%	+$1.02K	0.23%	51
2024 Q2	$1.11M	Buy	19,185 +14	+0.1%	+$800	0.22%	51
2024 Q1	$1.11M	Sell	19,171 -48	-0.2%	-$2.67K	0.23%	52
2023 Q4	$1.03M	Sell	19,219 -60	-0.3%	-$3.04K	0.23%	53
2023 Q3	$958K	Sell	19,279 -22,645	-54%	-$1.17M	0.24%	52
2023 Q2	$2.16M	Sell	41,924 -280	-0.7%	-$14.1K	0.5%	39
2023 Q1	$2.11M	Sell	42,204 -311,287	-88%	-$15.6M	0.5%	39
2022 Q4	$17.7M	Buy	353,491 +7,170	+2%	+$352K	4.27%	5
2022 Q3	$16.6M	Sell	346,321 -518,933	-60%	-$25.5M	4.78%	4
2022 Q2	$42.7M	Sell	865,254 -10,773	-1%	-$543K	10.22%	1
2022 Q1	$46.8M	Buy	876,027 +23,858	+3%	+$1.27M	9.46%	1
2021 Q4	$47.8M	Buy	852,169 +54,916	+7%	+$2.93M	9.25%	1
2021 Q3	$40.1M	Buy	797,253 +27,380	+4%	+$1.42M	9.08%	2
2021 Q2	$38.8M	Buy	769,873 +29,912	+4%	+$1.5M	8.75%	2
2021 Q1	$33.2M	Sell	739,961 -2,393	-0.3%	-$111K	8.44%	2
2020 Q4	$29.5M	Buy	742,354 +3,768	+0.5%	+$160K	8.05%	2
2020 Q3	$29.3M	Sell	738,586 -7,607	-1%	-$302K	7.81%	2
2020 Q2	$28.2M	Buy	746,193 +46,802	+7%	+$1.7M	7.53%	2
2020 Q1	$23.5M	Sell	699,391 -58,395	-8%	-$2.28M	7.41%	4
2019 Q4	$31.7M	Buy	757,786 +24,202	+3%	+$979K	7.71%	2
2019 Q3	$28.6M	Buy	733,584 +105,118	+17%	+$4.05M	7.01%	2
2019 Q2	$24M	Buy	628,466 +170,057	+37%	+$6.37M	5.88%	3
2019 Q1	$17M	Buy	458,409 +55,686	+14%	+$1.98M	4.5%	4
2018 Q4	$13.4M	Buy	+402,723	New	+$14.2M	4.34%	5

Other funds holding DGRO

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Summit Financial Wealth Advisors's DGRO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.19% in Q2 2026, buying an estimated $2.73K and bringing the position to 19,117 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #68.

Summit Financial Wealth Advisors first reported a position in DGRO in Q4 2018 and has held it in 31 quarters since. The position peaked at $47.8M in Q4 2021. 269 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Summit Financial Wealth Advisors held 19,117 shares of iShares Core Dividend Growth ETF worth $1.45M as of Q2 2026.
Summit Financial Wealth Advisors bought 37 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.73K.
iShares Core Dividend Growth ETF made up 0.19% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Summit Financial Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2018 and has held it in 31 quarters since.
Summit Financial Wealth Advisors's iShares Core Dividend Growth ETF position peaked at $47.8M in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.