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DGRO icon

Summit X LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Summit X LLC’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
Q3 		– Sell
-8,318
Closed -$532K – 56
2025
Q2 		$532K Sell
8,318
-469
-5% -$28.6K 0.1% 139
2025
Q1 		$543K Buy
8,787
+558
+7% +$35K 0.11% 121
2024
Q4 		$505K Buy
8,229
+888
+12% +$56K 0.11% 121
2024
Q3 		$423K Buy
7,341
+5
+0.1% +$301 0.1% 125
2024
Q2 		$423K Sell
7,336
-9,648
-57% -$551K 0.1% 136
2024
Q1 		$986K Buy
16,984
+318
+2% +$17.7K 0.25% 84
2023
Q4 		$897K Buy
16,666
+175
+1% +$8.87K 0.26% 78
2023
Q3 		$817K Buy
16,491
+430
+3% +$22.3K 0.26% 77
2023
Q2 		$828K Buy
16,061
+320
+2% +$16.1K 0.2% 107
2023
Q1 		$787K Buy
15,741
+8,481
+117% +$426K 0.2% 104
2022
Q4 		$346K Sell
7,260
-1
-0% -$49 0.1% 194
2022
Q3 		$324K Hold
7,261
– – 0.1% 196
2022
Q2 		$347K Sell
7,261
-3,823
-34% -$193K 0.1% 194
2022
Q1 		$593K Sell
11,084
-570
-5% -$30.4K 0.15% 141
2021
Q4 		$645K Sell
11,654
-709
-6% -$37.8K 0.15% 144
2021
Q3 		$621K Sell
12,363
-236
-2% -$12.2K 0.16% 139
2021
Q2 		$634K Buy
12,599
+4,500
+56% +$226K 0.16% 141
2021
Q1 		$388K Buy
8,099
+141
+2% +$6.52K 0.11% 190
2020
Q4 		$358K Buy
+7,958
New +$338K 0.11% 189
2020
Q2 		$1.83M Buy
48,649
+576
+1% +$20.9K 0.68% 43
2020
Q1 		$1.57M Sell
48,073
-1,519
-3% -$59.4K 0.73% 42
2019
Q4 		$2.09M Buy
49,592
+3,169
+7% +$128K 0.78% 37
2019
Q3 		$1.82M Buy
46,423
+4,422
+11% +$170K 0.73% 36
2019
Q2 		$1.61M Buy
42,001
+4,001
+11% +$150K 0.66% 42
2019
Q1 		$1.41M Buy
38,000
+21,651
+132% +$770K 0.6% 46
2018
Q4 		$542K Buy
16,349
+3,033
+23% +$107K 0.31% 92
2018
Q3 		$493K Buy
13,316
+1,875
+16% +$68.1K 0.24% 110
2018
Q2 		$393K Buy
11,441
+3,755
+49% +$129K 0.22% 130
2018
Q1 		$260K Buy
+7,686
New +$271K 0.16% 152

Other funds holding DGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit X LLC's DGRO Position: Q3 2025 in Review

Summit X LLC sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 8,318 shares — an estimated $532K sold.

Summit X LLC first reported a position in DGRO in Q1 2018 and held it in 29 quarters. The position peaked at $2.09M in Q4 2019. 1,181 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

  • Summit X LLC reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 8,318 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $532K.
  • Summit X LLC first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and held it in 29 quarters.
  • Summit X LLC's iShares Core Dividend Growth ETF position peaked at $2.09M in Q4 2019.
  • 1,181 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.