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

Sun Group 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	$317K	Buy	+4,178	New	+$308K	0.22%	65

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

Sun Group Wealth Partners's DGRO Position: Q2 2026 in Review

Sun Group Wealth Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 4,178 shares worth $317K. The stake represents 0.22% of the portfolio and ranks #65 among its holdings.

1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sun Group Wealth Partners held 4,178 shares of iShares Core Dividend Growth ETF worth $317K as of Q2 2026.
iShares Core Dividend Growth ETF was a new Sun Group Wealth Partners position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.22% of Sun Group Wealth Partners's portfolio in Q2 2026, its #65 holding.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.