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 Q3	–	Sell	-55	Closed	-$4.17K	–	539
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SYM Financial Corp's DGRO Position: Q3 2026 in Review

SYM Financial Corp sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2026, closing a stake of 55 shares — an estimated $4.17K sold.

SYM Financial Corp first reported a position in DGRO in Q3 2021 and held it in 4 quarters. The position peaked at $23K in Q2 2022. 785 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

SYM Financial Corp reported no remaining iShares Core Dividend Growth ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 55 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $4.17K.
SYM Financial Corp first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and held it in 4 quarters.
SYM Financial Corp's iShares Core Dividend Growth ETF position peaked at $23K in Q2 2022.
785 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.