Sandy Spring Bank’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sandy Spring Bank’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 Q1	$185K	Sell	3,001 -868	-22%	-$54.4K	0.01%	375
2024 Q4	$237K	Buy	3,869 +3,077	+389%	+$194K	0.01%	353
2024 Q3	$49.7K	Sell	792 -245	-24%	-$14.8K	﹤0.01%	589
2024 Q2	$59.7K	Sell	1,037 -6,495	-86%	-$371K	﹤0.01%	547
2024 Q1	$437K	Sell	7,532 -1,994	-21%	-$111K	0.02%	290
2023 Q4	$513K	Buy	9,526 +15	+0.2%	+$761	0.03%	273
2023 Q3	$471K	Hold	9,511	–	–	0.03%	266
2023 Q2	$490K	Sell	9,511 -88	-0.9%	-$4.43K	0.03%	261
2023 Q1	$480K	Buy	9,599 +99	+1%	+$4.97K	0.03%	257
2022 Q4	$475K	Sell	9,500 -1,860	-16%	-$91.3K	0.03%	259
2022 Q3	$505K	Buy	11,360 +2,633	+30%	+$130K	0.03%	247
2022 Q2	$416K	Buy	8,727 +10	+0.1%	+$504	0.03%	258
2022 Q1	$466K	Buy	8,717 +6,121	+236%	+$327K	0.02%	257
2021 Q4	$144K	Buy	2,596 +2,229	+607%	+$119K	0.01%	384
2021 Q3	$18K	Hold	367	–	–	﹤0.01%	776
2021 Q2	$18K	Buy	+367	New	+$18.4K	﹤0.01%	803

Other funds holding DGRO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

CIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandy Spring Bank's DGRO Position: Q1 2025 in Review

Sandy Spring Bank reduced its iShares Core Dividend Growth ETF (DGRO) stake by 22% in Q1 2025, selling an estimated $54.4K and leaving 3,001 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #375.

Sandy Spring Bank first reported a position in DGRO in Q2 2021 and has held it in 16 quarters since. The position peaked at $513K in Q4 2023. 1,120 funds tracked by Wall St. Rank hold DGRO as of Q1 2025.

Sandy Spring Bank held 3,001 shares of iShares Core Dividend Growth ETF worth $185K as of Q1 2025.
Sandy Spring Bank sold 868 iShares Core Dividend Growth ETF shares in Q1 2025, an estimated $54.4K.
iShares Core Dividend Growth ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #375 holding.
Sandy Spring Bank first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 16 quarters since.
Sandy Spring Bank's iShares Core Dividend Growth ETF position peaked at $513K in Q4 2023.
1,120 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.