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

Summit Wealth Partners’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	$3.08M	Buy	40,612 +1,296	+3%	+$95.6K	0.44%	56
2026 Q1	$2.76M	Buy	39,316 +439	+1%	+$31.5K	0.44%	53
2025 Q4	$2.7M	Buy	38,877 +213	+0.6%	+$14.6K	0.5%	44
2025 Q3	$2.63M	Buy	38,664 +180	+0.5%	+$11.9K	0.48%	46
2025 Q2	$2.46M	Buy	38,484 +10,065	+35%	+$614K	0.47%	47
2025 Q1	$1.76M	Buy	28,419 +5,446	+24%	+$341K	0.36%	57
2024 Q4	$1.41M	Buy	22,973 +1,957	+9%	+$123K	0.29%	63
2024 Q3	$1.32M	Buy	21,016 +100	+0.5%	+$6.03K	0.25%	72
2024 Q2	$1.2M	Buy	20,916 +107	+0.5%	+$6.11K	0.25%	75
2024 Q1	$1.21M	Buy	20,809 +112	+0.5%	+$6.22K	0.26%	68
2023 Q4	$1.11M	Buy	20,697 +301	+1%	+$15.3K	0.26%	64
2023 Q3	$1.01M	Hold	20,396	–	–	0.26%	60
2023 Q2	$1.05M	Buy	20,396 +69	+0.3%	+$3.47K	0.26%	60
2023 Q1	$1.02M	Buy	20,327 +123	+0.6%	+$6.18K	0.26%	63
2022 Q4	$1.01M	Buy	20,204 +168	+0.8%	+$8.25K	0.27%	61
2022 Q3	$891K	Buy	20,036 +149	+0.7%	+$7.33K	0.25%	61
2022 Q2	$947K	Buy	19,887 +98	+0.5%	+$4.94K	0.25%	57
2022 Q1	$1.06M	Buy	19,789 +96	+0.5%	+$5.13K	0.24%	54
2021 Q4	$1.09M	Buy	19,693 +3,022	+18%	+$161K	0.23%	54
2021 Q3	$838K	Buy	16,671 +82	+0.5%	+$4.25K	0.2%	62
2021 Q2	$835K	Buy	16,589 +85	+0.5%	+$4.26K	0.2%	62
2021 Q1	$797K	Buy	16,504 +89	+0.5%	+$4.11K	0.2%	62
2020 Q4	$736K	Buy	16,415 +101	+0.6%	+$4.29K	0.2%	69
2020 Q3	$649K	Buy	16,314 +109	+0.7%	+$4.33K	0.2%	73
2020 Q2	$609K	Buy	16,205 +104	+0.6%	+$3.78K	0.2%	77
2020 Q1	$525K	Buy	16,101 +122	+0.8%	+$4.77K	0.21%	63
2019 Q4	$672K	Buy	+15,979	New	+$646K	0.23%	58

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 Partners's DGRO Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.3% in Q2 2026, buying an estimated $95.6K and bringing the position to 40,612 shares worth $3.08M. The position accounts for 0.44% of the portfolio, ranked #56.

Summit Wealth Partners first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Summit Wealth Partners held 40,612 shares of iShares Core Dividend Growth ETF worth $3.08M as of Q2 2026.
Summit Wealth Partners bought 1,296 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $95.6K.
iShares Core Dividend Growth ETF made up 0.44% of Summit Wealth Partners's portfolio in Q2 2026, its #56 holding.
Summit Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.