Summit Global Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Summit Global Investments’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
2025 Q2	–	Sell	-4,004	Closed	-$247K	–	484
2025 Q1	$247K	Buy	+4,004	New	+$251K	0.02%	388
2024 Q4	–	Sell	-4,004	Closed	-$251K	–	558
2024 Q3	$251K	Hold	4,004	–	–	0.02%	454
2024 Q2	$231K	Sell	4,004 -105	-3%	-$6K	0.02%	457
2024 Q1	$239K	Buy	4,109 +14	+0.3%	+$777	0.02%	455
2023 Q4	$220K	Sell	4,095 -99	-2%	-$5.02K	0.01%	482
2023 Q3	$208K	Buy	+4,194	New	+$217K	0.01%	478
2021 Q4	–	Sell	-37,535	Closed	-$1.89M	–	557
2021 Q3	$1.89M	Buy	+37,535	New	+$1.94M	0.14%	134

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Global Investments's DGRO Position: Q2 2025 in Review

Summit Global Investments sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2025, closing a stake of 4,004 shares — an estimated $247K sold.

Summit Global Investments first reported a position in DGRO in Q3 2021 and held it in 7 quarters. The position peaked at $1.89M in Q3 2021. 1,159 funds tracked by Wall St. Rank hold DGRO as of Q2 2025.

Summit Global Investments reported no remaining iShares Core Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Summit Global Investments sold 4,004 iShares Core Dividend Growth ETF shares in Q2 2025, an estimated $247K.
Summit Global Investments first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 7 quarters.
Summit Global Investments's iShares Core Dividend Growth ETF position peaked at $1.89M in Q3 2021.
1,159 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.