SYM Financial Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SYM Financial Corp’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	$4.17K	Buy	+55	New	+$4.06K	﹤0.01%	497
2024 Q3	–	Sell	-42	Closed	-$2.42K	–	266
2024 Q2	$2.42K	Buy	+42	New	+$2.4K	﹤0.01%	248
2022 Q3	–	Sell	-481	Closed	-$23K	–	102
2022 Q2	$23K	Buy	+481	New	+$24.3K	0.01%	90
2021 Q4	–	Sell	-238	Closed	-$12K	–	103
2021 Q3	$12K	Buy	+238	New	+$12.3K	0.01%	99

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

SYM Financial Corp's DGRO Position: Q2 2026 in Review

SYM Financial Corp opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 55 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in DGRO as recently as Q2 2024.

SYM Financial Corp first reported a position in DGRO in Q3 2021 and has held it in 4 quarters since. The position peaked at $23K in Q2 2022. 1,347 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SYM Financial Corp held 55 shares of iShares Core Dividend Growth ETF worth $4.17K as of Q2 2026.
iShares Core Dividend Growth ETF was a new SYM Financial Corp position in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #497 holding.
SYM Financial Corp first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 4 quarters since.
SYM Financial Corp's iShares Core Dividend Growth ETF position peaked at $23K in Q2 2022.
1,347 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.