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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
Q2 		$861K Buy
11,366
+750
+7% +$55.3K 0.02% 571
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savvy Advisors Inc's DGRO Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core Dividend Growth ETF (DGRO) stake by 7.1% in Q2 2026, buying an estimated $55.3K and bringing the position to 11,366 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #571.

Savvy Advisors Inc first reported a position in DGRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $939K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Savvy Advisors Inc held 11,366 shares of iShares Core Dividend Growth ETF worth $861K as of Q2 2026.
  • Savvy Advisors Inc bought 750 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $55.3K.
  • iShares Core Dividend Growth ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #571 holding.
  • Savvy Advisors Inc first reported a position in iShares Core Dividend Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's iShares Core Dividend Growth ETF position peaked at $939K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.