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

SageView 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	$422K	Sell	6,072 -1,482	-20%	-$102K	0.01%	399
2025 Q3	$514K	Sell	7,554 -732	-9%	-$48.4K	0.02%	377
2025 Q2	$543K	Sell	8,286 -1,391	-14%	-$84.8K	0.02%	356
2025 Q1	$598K	Sell	9,677 -2,062	-18%	-$129K	0.03%	309
2024 Q4	$720K	Sell	11,739 -3,559	-23%	-$225K	0.03%	274
2024 Q3	$959K	Sell	15,298 -5,052	-25%	-$305K	0.05%	206
2024 Q2	$1.17M	Buy	+20,350	New	+$1.16M	0.05%	200
2024 Q1	–	Sell	-26,815	Closed	-$1.48M	–	564
2023 Q4	$1.48M	Sell	26,815 -2,903	-10%	-$147K	0.06%	195
2023 Q3	$1.47M	Sell	29,718 -195	-0.7%	-$10.1K	0.08%	148
2023 Q2	$1.54M	Buy	29,913 +2,807	+10%	+$141K	0.09%	152
2023 Q1	$1.36M	Buy	27,106 +4,400	+19%	+$221K	0.09%	159
2022 Q4	$1.14M	Buy	+22,706	New	+$1.11M	0.09%	141

Other funds holding DGRO

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SageView Advisory Group's DGRO Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 20% in Q4 2025, selling an estimated $102K and leaving 6,072 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #399.

SageView Advisory Group first reported a position in DGRO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.54M in Q2 2023. 1,279 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

SageView Advisory Group held 6,072 shares of iShares Core Dividend Growth ETF worth $422K as of Q4 2025.
SageView Advisory Group sold 1,482 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $102K.
iShares Core Dividend Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #399 holding.
SageView Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares Core Dividend Growth ETF position peaked at $1.54M in Q2 2023.
1,279 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.