Syon Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Syon Capital’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	$847K	Buy	11,180 +100	+0.9%	+$7.38K	0.04%	409
2026 Q1	$778K	Buy	11,080 +1,528	+16%	+$110K	0.04%	390
2025 Q4	$663K	Buy	9,552 +2,067	+28%	+$142K	0.03%	451
2025 Q3	$510K	Buy	7,485 +2,435	+48%	+$161K	0.03%	492
2025 Q2	$323K	Buy	+5,050	New	+$308K	0.02%	517

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

Syon Capital's DGRO Position: Q2 2026 in Review

Syon Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.9% in Q2 2026, buying an estimated $7.38K and bringing the position to 11,180 shares worth $847K. The position accounts for 0.04% of the portfolio, ranked #409.

Syon Capital first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Syon Capital held 11,180 shares of iShares Core Dividend Growth ETF worth $847K as of Q2 2026.
Syon Capital bought 100 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.38K.
iShares Core Dividend Growth ETF made up 0.04% of Syon Capital's portfolio in Q2 2026, its #409 holding.
Syon Capital first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.