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

Summit Wealth Group’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
2023
Q2 		– Sell
-159,768
Closed -$3K – 127
2023
Q1 		$3K Buy
+159,768
New +$8.02M 0.07% 68
2021
Q3 		– Sell
-1,028
Closed -$52K – 92
2021
Q2 		$52K Hold
1,028
– – 0.08% 51
2021
Q1 		$50K Buy
+1,028
New +$47.5K 0.08% 46

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Summit Wealth Group's DGRO Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2023, closing a stake of 159,768 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in DGRO in Q1 2021 and held it in 3 quarters. The position peaked at $52K in Q2 2021. 892 funds tracked by Wall St. Rank hold DGRO as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Core Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 159,768 iShares Core Dividend Growth ETF shares in Q2 2023, an estimated $3K.
  • Summit Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's iShares Core Dividend Growth ETF position peaked at $52K in Q2 2021.
  • 892 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.