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

Symphony Financial’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	$2.98M	Buy	39,197 +17,229	+78%	+$1.27M	0.33%	73
2026 Q1	$1.53M	Buy	21,968 +5,477	+33%	+$393K	0.2%	93
2025 Q4	$1.15M	Buy	16,491 +3,762	+30%	+$259K	0.15%	101
2025 Q3	$861K	Buy	12,729 +2,768	+28%	+$183K	0.1%	120
2025 Q2	$647K	Buy	+9,961	New	+$607K	0.08%	133
2025 Q1	–	Sell	-5,843	Closed	-$369K	–	125
2024 Q4	$369K	Buy	5,843 +272	+5%	+$17.2K	0.06%	157
2024 Q3	$348K	Buy	5,571 +103	+2%	+$6.21K	0.06%	173
2024 Q2	$315K	Buy	5,468 +313	+6%	+$17.9K	0.06%	166
2024 Q1	$299K	Buy	5,155 +662	+15%	+$36.8K	0.07%	152
2023 Q4	$241K	Buy	4,493 +154	+4%	+$7.81K	0.05%	180
2023 Q3	$213K	Buy	4,339 +9	+0.2%	+$466	0.05%	150
2023 Q2	$221K	Buy	4,330 +6	+0.1%	+$302	0.05%	174
2023 Q1	$214K	Buy	+4,324	New	+$217K	0.06%	195
2022 Q2	–	Sell	-4,165	Closed	-$222K	–	190
2022 Q1	$222K	Sell	4,165 -450	-10%	-$24K	0.05%	180
2021 Q4	$257K	Sell	4,615 -605	-12%	-$32.3K	0.07%	163
2021 Q3	$266K	Hold	5,220	–	–	0.09%	150
2021 Q2	$263K	Sell	5,220 -834	-14%	-$41.8K	0.09%	150
2021 Q1	$297K	Buy	+6,054	New	+$280K	0.08%	155

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

Symphony Financial's DGRO Position: Q2 2026 in Review

Symphony Financial increased its iShares Core Dividend Growth ETF (DGRO) stake by 78% in Q2 2026, buying an estimated $1.27M and bringing the position to 39,197 shares worth $2.98M. The position accounts for 0.33% of the portfolio, ranked #73.

Symphony Financial first reported a position in DGRO in Q1 2021 and has held it in 18 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Symphony Financial held 39,197 shares of iShares Core Dividend Growth ETF worth $2.98M as of Q2 2026.
Symphony Financial bought 17,229 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.27M.
iShares Core Dividend Growth ETF made up 0.33% of Symphony Financial's portfolio in Q2 2026, its #73 holding.
Symphony Financial first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 18 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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