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 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

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

Sapient Capital's DGRO Position: Q2 2026 in Review

Sapient Capital increased its iShares Core Dividend Growth ETF (DGRO) stake by 10% in Q2 2026, buying an estimated $39.5K and bringing the position to 5,922 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #278.

Sapient Capital first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 1,342 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sapient Capital held 5,922 shares of iShares Core Dividend Growth ETF worth $449K as of Q2 2026.
Sapient Capital bought 536 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $39.5K.
iShares Core Dividend Growth ETF made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #278 holding.
Sapient Capital first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,342 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.