Synergy Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Synergy Investment Management’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	$61.5K	Buy	811 +2	+0.2%	+$148	0.01%	346
2026 Q1	$56.8K	Buy	+809	New	+$58K	0.02%	269
2025 Q2	–	Sell	-622	Closed	-$38.4K	–	192
2025 Q1	$38.4K	Buy	622 +22	+4%	+$1.38K	0.02%	256
2024 Q4	$36.8K	Buy	+600	New	+$37.9K	0.02%	266

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

Synergy Investment Management's DGRO Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.25% in Q2 2026, buying an estimated $148 and bringing the position to 811 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #346.

Synergy Investment Management first reported a position in DGRO in Q4 2024 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Synergy Investment Management held 811 shares of iShares Core Dividend Growth ETF worth $61.5K as of Q2 2026.
Synergy Investment Management bought 2 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $148.
iShares Core Dividend Growth ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #346 holding.
Synergy Investment Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 4 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.