SFG
DGRO icon

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
Q3 		$612K Sell
8,123
-379
-4% -$29.6K 0.1% 77
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Sunburst Financial Group's DGRO Position: Q3 2026 in Review

Sunburst Financial Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 4.5% in Q3 2026, selling an estimated $29.6K and leaving 8,123 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #77.

Sunburst Financial Group first reported a position in DGRO in Q4 2023 and has held it in 12 quarters since. The position peaked at $823K in Q3 2024. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

  • Sunburst Financial Group held 8,123 shares of iShares Core Dividend Growth ETF worth $612K as of Q3 2026.
  • Sunburst Financial Group sold 379 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $29.6K.
  • iShares Core Dividend Growth ETF made up 0.1% of Sunburst Financial Group's portfolio in Q3 2026, its #77 holding.
  • Sunburst Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Sunburst Financial Group's iShares Core Dividend Growth ETF position peaked at $823K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.