SAI
DGRO icon

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

Savvy Advisors Inc’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
Q1 		$745K Sell
10,616
-2,917
-22% -$209K 0.02% 522
2025
Q4 		$939K Buy
13,533
+10,517
+349% +$723K 0.03% 377
2025
Q3 		$205K Buy
+3,016
New +$199K 0.01% 777

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Savvy Advisors Inc's DGRO Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Core Dividend Growth ETF (DGRO) stake by 22% in Q1 2026, selling an estimated $209K and leaving 10,616 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #522.

Savvy Advisors Inc first reported a position in DGRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $939K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Savvy Advisors Inc held 10,616 shares of iShares Core Dividend Growth ETF worth $745K as of Q1 2026.
  • Savvy Advisors Inc sold 2,917 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $209K.
  • iShares Core Dividend Growth ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #522 holding.
  • Savvy Advisors Inc first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's iShares Core Dividend Growth ETF position peaked at $939K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.