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
2026 Q2	$305K	Buy	4,029 +62	+2%	+$4.57K	0.01%	488
2026 Q1	$278K	Sell	3,967 -2,105	-35%	-$151K	0.01%	486
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

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

SageView Advisory Group's DGRO Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.6% in Q2 2026, buying an estimated $4.57K and bringing the position to 4,029 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #488.

SageView Advisory Group first reported a position in DGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q2 2023. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SageView Advisory Group held 4,029 shares of iShares Core Dividend Growth ETF worth $305K as of Q2 2026.
SageView Advisory Group bought 62 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $4.57K.
iShares Core Dividend Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #488 holding.
SageView Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares Core Dividend Growth ETF position peaked at $1.54M in Q2 2023.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.