Sagespring Wealth Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sagespring Wealth Partners’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 Q1	$9.89M	Buy	140,859 +9,441	+7%	+$677K	0.18%	70
2025 Q4	$9.12M	Buy	131,418 +490	+0.4%	+$33.7K	0.17%	73
2025 Q3	$8.91M	Sell	130,928 -1,534	-1%	-$101K	0.17%	68
2025 Q2	$8.47M	Buy	132,462 +3,544	+3%	+$216K	0.18%	68
2025 Q1	$7.96M	Sell	128,918 -24,183	-16%	-$1.52M	0.2%	60
2024 Q4	$9.39M	Buy	+153,101	New	+$9.66M	0.25%	52

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sagespring Wealth Partners's DGRO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.2% in Q1 2026, buying an estimated $677K and bringing the position to 140,859 shares worth $9.89M. The position accounts for 0.18% of the portfolio, ranked #70.

Sagespring Wealth Partners first reported a position in DGRO in Q4 2024 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Sagespring Wealth Partners held 140,859 shares of iShares Core Dividend Growth ETF worth $9.89M as of Q1 2026.
Sagespring Wealth Partners bought 9,441 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $677K.
iShares Core Dividend Growth ETF made up 0.18% of Sagespring Wealth Partners's portfolio in Q1 2026, its #70 holding.
Sagespring Wealth Partners first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.