Sunburst Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sunburst Financial 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	$644K	Sell	8,502 -638	-7%	-$47.1K	0.1%	75
2026 Q1	$641K	Buy	9,140 +4,500	+97%	+$323K	0.12%	67
2025 Q4	$322K	Buy	4,640 +84	+2%	+$5.78K	0.07%	92
2025 Q3	$310K	Sell	4,556 -6,321	-58%	-$418K	0.07%	98
2025 Q2	$695K	Hold	10,877	–	–	0.16%	54
2025 Q1	$672K	Sell	10,877 -737	-6%	-$46.2K	0.17%	58
2024 Q4	$712K	Sell	11,614 -1,515	-12%	-$95.6K	0.18%	57
2024 Q3	$823K	Sell	13,129 -391	-3%	-$23.6K	0.21%	54
2024 Q2	$779K	Sell	13,520 -86	-0.6%	-$4.91K	0.21%	55
2024 Q1	$786K	Sell	13,606 -311	-2%	-$17.3K	0.22%	55
2023 Q4	$749K	Buy	+13,917	New	+$706K	0.23%	53

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

Sunburst Financial Group's DGRO Position: Q2 2026 in Review

Sunburst Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 7% in Q2 2026, selling an estimated $47.1K and leaving 8,502 shares worth $644K. The position accounts for 0.1% of the portfolio, ranked #75.

Sunburst Financial Group first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $823K in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sunburst Financial Group held 8,502 shares of iShares Core Dividend Growth ETF worth $644K as of Q2 2026.
Sunburst Financial Group sold 638 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares Core Dividend Growth ETF made up 0.1% of Sunburst Financial Group's portfolio in Q2 2026, its #75 holding.
Sunburst Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sunburst Financial Group's iShares Core Dividend Growth ETF position peaked at $823K in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.