Summit Investment Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Summit Investment Advisory Services’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	$25.7M	Buy	339,666 +7,675	+2%	+$566K	6.46%	7
2026 Q1	$23.3M	Sell	331,991 -17,110	-5%	-$1.23M	8.66%	5
2025 Q4	$24.2M	Sell	349,101 -5,195	-1%	-$357K	9.15%	5
2025 Q3	$24.1M	Sell	354,296 -3,449	-1%	-$228K	9.61%	5
2025 Q2	$22.9M	Sell	357,745 -4,329	-1%	-$264K	9.95%	5
2025 Q1	$22.4M	Sell	362,074 -5,875	-2%	-$368K	10.97%	4
2024 Q4	$22.6M	Sell	367,949 -5,831	-2%	-$368K	11.64%	3
2024 Q3	$23.4M	Buy	+373,780	New	+$22.5M	12.43%	3
2024 Q2	–	Sell	-392,535	Closed	-$22.8M	–	49
2024 Q1	$22.8M	Sell	392,535 -37,672	-9%	-$2.09M	13.49%	3
2023 Q4	$23.2M	Sell	430,207 -3,188	-0.7%	-$162K	14.58%	2
2023 Q3	$21.5M	Sell	433,395 -154,812	-26%	-$8.02M	15.91%	2
2023 Q2	$30.3M	Buy	588,207 +36,492	+7%	+$1.84M	20.05%	1
2023 Q1	$27.6M	Sell	551,715 -30,443	-5%	-$1.53M	19.63%	1
2022 Q4	$29.1M	Buy	+582,158	New	+$28.6M	35.24%	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

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

Summit Investment Advisory Services's DGRO Position: Q2 2026 in Review

Summit Investment Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.3% in Q2 2026, buying an estimated $566K and bringing the position to 339,666 shares worth $25.7M. The position accounts for 6.46% of the portfolio, ranked #7.

Summit Investment Advisory Services first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.3M in Q2 2023. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Summit Investment Advisory Services held 339,666 shares of iShares Core Dividend Growth ETF worth $25.7M as of Q2 2026.
Summit Investment Advisory Services bought 7,675 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $566K.
iShares Core Dividend Growth ETF made up 6.46% of Summit Investment Advisory Services's portfolio in Q2 2026, its #7 holding.
Summit Investment Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's iShares Core Dividend Growth ETF position peaked at $30.3M in Q2 2023.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.