Sanctuary Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sanctuary Advisors’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	$74.3M	Sell	980,791 -3,955	-0.4%	-$292K	0.34%	53
2026 Q1	$69.1M	Buy	984,746 +13,406	+1%	+$961K	0.37%	45
2025 Q4	$67.4M	Buy	971,340 +77,531	+9%	+$5.33M	0.37%	49
2025 Q3	$60.9M	Buy	893,809 +2,049	+0.2%	+$135K	0.35%	51
2025 Q2	$57M	Buy	891,760 +25,304	+3%	+$1.54M	0.35%	50
2025 Q1	$53.5M	Sell	866,456 -22,712	-3%	-$1.42M	0.38%	48
2024 Q4	$56.7M	Sell	889,168 -14,052	-2%	-$887K	0.36%	49
2024 Q3	$58M	Buy	903,220 +101,870	+13%	+$6.14M	0.37%	49
2024 Q2	$45.1M	Buy	+801,350	New	+$45.8M	0.33%	53

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

Sanctuary Advisors's DGRO Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.4% in Q2 2026, selling an estimated $292K and leaving 980,791 shares worth $74.3M. The position accounts for 0.34% of the portfolio, ranked #53.

Sanctuary Advisors first reported a position in DGRO in Q2 2024 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sanctuary Advisors held 980,791 shares of iShares Core Dividend Growth ETF worth $74.3M as of Q2 2026.
Sanctuary Advisors sold 3,955 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $292K.
iShares Core Dividend Growth ETF made up 0.34% of Sanctuary Advisors's portfolio in Q2 2026, its #53 holding.
Sanctuary Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.