Sapient Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sapient Capital’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 Q3	$449K	Buy	5,950 +28	+0.5%	+$2.19K	0.01%	279
2026 Q2	$449K	Buy	5,922 +536	+10%	+$39.5K	0.01%	278
2026 Q1	$378K	Buy	5,386 +1,795	+50%	+$129K	0.01%	314
2025 Q4	$251K	Buy	3,591 +20	+0.6%	+$1.38K	﹤0.01%	371
2025 Q3	$242K	Hold	3,571	–	–	﹤0.01%	348
2025 Q2	$228K	Hold	3,571	–	–	﹤0.01%	347
2025 Q1	$221K	Buy	+3,571	New	+$224K	﹤0.01%	341

Other funds holding DGRO

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Sapient Capital's DGRO Position: Q3 2026 in Review

Sapient Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.47% in Q3 2026, buying an estimated $2.19K and bringing the position to 5,950 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #279.

Sapient Capital first reported a position in DGRO in Q1 2025 and has held it in 7 quarters since. The position peaked at $449K in Q2 2026. 79 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Sapient Capital held 5,950 shares of iShares Core Dividend Growth ETF worth $449K as of Q3 2026.
Sapient Capital bought 28 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $2.19K.
iShares Core Dividend Growth ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #279 holding.
Sapient Capital first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 7 quarters since.
Sapient Capital's iShares Core Dividend Growth ETF position peaked at $449K in Q2 2026.
79 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.