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Safeguard Investment Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Safeguard Investment Advisory 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
2025
Q4 		– Sell
-8,489
Closed -$578K – 151
2025
Q3 		$578K Sell
8,489
-904
-10% -$59.7K 0.14% 70
2025
Q2 		$601K Buy
+9,393
New +$573K 0.15% 68

Other funds holding DGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Safeguard Investment Advisory Group's DGRO Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 8,489 shares — an estimated $578K sold.

Safeguard Investment Advisory Group first reported a position in DGRO in Q2 2025 and held it in 2 quarters. The position peaked at $601K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 8,489 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $578K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's iShares Core Dividend Growth ETF position peaked at $601K in Q2 2025.
  • 1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.