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DGRO icon

Sachetta’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sachetta’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 		– Sell
-5,170
Closed -$363K – 1076
2026
Q1 		$363K Sell
5,170
-45
-0.9% -$3.23K 0.2% 69
2025
Q4 		$362K Buy
5,215
+1,196
+30% +$82.2K 0.2% 66
2025
Q3 		$274K Sell
4,019
-11
-0.3% -$727 0.1% 128
2025
Q2 		$258K Buy
4,030
+7
+0.2% +$427 0.1% 126
2025
Q1 		$249K Sell
4,023
-574
-12% -$36K 0.1% 130
2024
Q4 		$282K Sell
4,597
-1,838
-29% -$116K 0.11% 125
2024
Q3 		$403K Sell
6,435
-19
-0.3% -$1.15K 0.16% 105
2024
Q2 		$388K Sell
6,454
-4,001
-38% -$229K 0.17% 102
2024
Q1 		$563K Hold
10,455
– – 0.27% 69
2023
Q4 		$563K Buy
+10,455
New +$530K 0.27% 69

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Sachetta's DGRO Position: Q2 2026 in Review

Sachetta sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 5,170 shares — an estimated $363K sold.

Sachetta first reported a position in DGRO in Q4 2023 and held it in 10 quarters. The position peaked at $563K in Q1 2024. 314 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Sachetta reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 5,170 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $363K.
  • Sachetta first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's iShares Core Dividend Growth ETF position peaked at $563K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.