Sequoia Financial Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sequoia Financial Advisors’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	$5.98M	Sell	78,940 -241	-0.3%	-$17.8K	0.03%	321
2026 Q1	$5.56M	Sell	79,181 -585	-0.7%	-$41.9K	0.03%	300
2025 Q4	$5.54M	Sell	79,766 -14,321	-15%	-$985K	0.03%	306
2025 Q3	$6.41M	Sell	94,087 -21,064	-18%	-$1.39M	0.04%	264
2025 Q2	$7.36M	Buy	115,151 +40,661	+55%	+$2.48M	0.05%	217
2025 Q1	$4.6M	Buy	74,490 +67,170	+918%	+$4.21M	0.04%	280
2024 Q4	$449K	Sell	7,320 -2,118	-22%	-$134K	﹤0.01%	846
2024 Q3	$592K	Buy	9,438 +44	+0.5%	+$2.65K	0.01%	692
2024 Q2	$541K	Buy	9,394 +1,105	+13%	+$63.1K	0.01%	665
2024 Q1	$481K	Buy	8,289 +228	+3%	+$12.7K	0.01%	701
2023 Q4	$434K	Buy	8,061 +410	+5%	+$20.8K	0.01%	783
2023 Q3	$379K	Hold	7,651	–	–	0.01%	603
2023 Q2	$394K	Sell	7,651 -1,561	-17%	-$78.5K	0.01%	601
2023 Q1	$460K	Buy	9,212 +1,018	+12%	+$51.1K	0.01%	484
2022 Q4	$410K	Sell	8,194 -505	-6%	-$24.8K	0.01%	486
2022 Q3	$387K	Sell	8,699 -163	-2%	-$8.02K	0.01%	328
2022 Q2	$422K	Sell	8,862 -263	-3%	-$13.3K	0.01%	360
2022 Q1	$487K	Buy	+9,125	New	+$487K	0.01%	364

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

Sequoia Financial Advisors's DGRO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.3% in Q2 2026, selling an estimated $17.8K and leaving 78,940 shares worth $5.98M. The position accounts for 0.03% of the portfolio, ranked #321.

Sequoia Financial Advisors first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.36M in Q2 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Sequoia Financial Advisors held 78,940 shares of iShares Core Dividend Growth ETF worth $5.98M as of Q2 2026.
Sequoia Financial Advisors sold 241 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17.8K.
iShares Core Dividend Growth ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #321 holding.
Sequoia Financial Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
Sequoia Financial Advisors's iShares Core Dividend Growth ETF position peaked at $7.36M in Q2 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.