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

Sanctuary Wealth Management’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
2024 Q4	$189K	Buy	3,087 +349	+13%	+$22K	0.13%	41
2024 Q3	$172K	Buy	2,738 +16	+0.6%	+$964	0.12%	47
2024 Q2	$157K	Buy	2,722 +13	+0.5%	+$743	0.12%	47
2024 Q1	$157K	Buy	2,709 +13	+0.5%	+$722	0.13%	48
2023 Q4	$145K	Sell	2,696 -158	-6%	-$8.01K	0.14%	47
2023 Q3	$141K	Hold	2,854	–	–	0.15%	37
2023 Q2	$147K	Buy	+2,854	New	+$144K	0.16%	38
2022 Q4	$141K	Buy	+2,826	New	+$139K	0.16%	33

Other funds holding DGRO

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sanctuary Wealth Management's DGRO Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q4 2024, buying an estimated $22K and bringing the position to 3,087 shares worth $189K. The position accounts for 0.13% of the portfolio, ranked #41.

Sanctuary Wealth Management first reported a position in DGRO in Q4 2022 and has held it in 8 quarters since. 1,122 funds tracked by Wall St. Rank hold DGRO as of Q4 2024.

Sanctuary Wealth Management held 3,087 shares of iShares Core Dividend Growth ETF worth $189K as of Q4 2024.
Sanctuary Wealth Management bought 349 iShares Core Dividend Growth ETF shares in Q4 2024, an estimated $22K.
iShares Core Dividend Growth ETF made up 0.13% of Sanctuary Wealth Management's portfolio in Q4 2024, its #41 holding.
Sanctuary Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 8 quarters since.
1,122 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.