Syntegra Private Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Syntegra Private Wealth 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 Q2	$357K	Sell	4,709 -350	-7%	-$25.8K	0.03%	152
2026 Q1	$355K	Hold	5,059	–	–	0.03%	137
2025 Q4	$351K	Buy	5,059 +447	+10%	+$30.7K	0.03%	141
2025 Q3	$314K	Sell	4,612 -287	-6%	-$19K	0.03%	146
2025 Q2	$313K	Sell	4,899 -196	-4%	-$12K	0.03%	146
2025 Q1	$315K	Buy	5,095 +104	+2%	+$6.52K	0.04%	124
2024 Q4	$306K	Sell	4,991 -52	-1%	-$3.28K	0.03%	122
2024 Q3	$316K	Sell	5,043 -189	-4%	-$11.4K	0.04%	119
2024 Q2	$301K	Sell	5,232 -61	-1%	-$3.48K	0.04%	116
2024 Q1	$307K	Hold	5,293	–	–	0.04%	108
2023 Q4	$285K	Buy	5,293 +9	+0.2%	+$456	0.04%	107
2023 Q3	$262K	Hold	5,284	–	–	0.04%	107
2023 Q2	$272K	Buy	5,284 +62	+1%	+$3.12K	0.04%	111
2023 Q1	$261K	Sell	5,222 -223	-4%	-$11.2K	0.05%	107
2022 Q4	$272K	Buy	+5,445	New	+$267K	0.05%	86

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

Syntegra Private Wealth Group's DGRO Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.9% in Q2 2026, selling an estimated $25.8K and leaving 4,709 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #152.

Syntegra Private Wealth Group first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Syntegra Private Wealth Group held 4,709 shares of iShares Core Dividend Growth ETF worth $357K as of Q2 2026.
Syntegra Private Wealth Group sold 350 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $25.8K.
iShares Core Dividend Growth ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #152 holding.
Syntegra Private Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.