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
2026 Q2	$209K	Buy	+2,762	New	+$204K	0.04%	124
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

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 Wealth Group's DGRO Position: Q2 2026 in Review

Summit Wealth Group opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,762 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in DGRO as recently as Q1 2023.

Summit Wealth Group first reported a position in DGRO in Q1 2021 and has held it in 4 quarters since. 1,349 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Summit Wealth Group held 2,762 shares of iShares Core Dividend Growth ETF worth $209K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Summit Wealth Group position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.04% of Summit Wealth Group's portfolio in Q2 2026, its #124 holding.
Summit Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 4 quarters since.
1,349 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.