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Seven Springs Wealth Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Seven Springs Wealth Group’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 		$89.7M Buy
1,183,767
+40,102
+4% +$2.96M 19.59% 1
2026
Q1 		$80.3M Buy
1,143,665
+7,582
+0.7% +$544K 18.56% 1
2025
Q4 		$78.9M Sell
1,136,083
-7,872
-0.7% -$541K 22.53% 1
2025
Q3 		$77.9M Buy
1,143,955
+57,860
+5% +$3.82M 18.84% 1
2025
Q2 		$69.4M Buy
1,086,095
+78,495
+8% +$4.79M 17.19% 2
2025
Q1 		$62.2M Buy
1,007,600
+42,898
+4% +$2.69M 22.19% 1
2024
Q4 		$59.2M Sell
964,702
-7,531
-0.8% -$475K 22.03% 1
2024
Q3 		$60.9M Sell
972,233
-89,245
-8% -$5.38M 22.15% 1
2024
Q2 		$61.2M Buy
1,061,478
+830
+0.1% +$47.4K 23.91% 1
2024
Q1 		$61.6M Sell
1,060,648
-14,783
-1% -$821K 23.65% 1
2023
Q4 		$57.9M Sell
1,075,431
-81,318
-7% -$4.12M 26.09% 1
2023
Q3 		$57.3M Buy
1,156,749
+1,121
+0.1% +$58K 27.46% 1
2023
Q2 		$59.5M Buy
1,155,628
+38,765
+3% +$1.95M 28.26% 1
2023
Q1 		$55.8M Buy
1,116,863
+25,461
+2% +$1.28M 27.58% 1
2022
Q4 		$54.6M Buy
1,091,402
+22,551
+2% +$1.11M 26.35% 2
2022
Q3 		$47.5M Buy
1,068,851
+82,583
+8% +$4.06M 25.84% 1
2022
Q2 		$47M Buy
986,268
+18,217
+2% +$919K 23.55% 2
2022
Q1 		$51.7M Buy
968,051
+83,013
+9% +$4.43M 24.52% 1
2021
Q4 		$49.2M Buy
885,038
+47,885
+6% +$2.56M 22.47% 1
2021
Q3 		$42.1M Buy
837,153
+61,715
+8% +$3.2M 20.6% 1
2021
Q2 		$39.1M Buy
775,438
+187,289
+32% +$9.4M 16.9% 2
2021
Q1 		$28.4M Buy
588,149
+156,310
+36% +$7.23M 13.38% 2
2020
Q4 		$19.4M Buy
431,839
+165,710
+62% +$7.04M 10% 3
2020
Q3 		$10.6M Buy
266,129
+5,426
+2% +$216K 6.65% 5
2020
Q2 		$9.8M Buy
260,703
+14,736
+6% +$536K 6.25% 6
2020
Q1 		$8.02M Buy
245,967
+63,891
+35% +$2.5M 5.65% 6
2019
Q4 		$7.66M Buy
+182,076
New +$7.36M 5.2% 7

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 22.96% 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

Seven Springs Wealth Group's DGRO Position: Q2 2026 in Review

Seven Springs Wealth Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $2.96M and bringing the position to 1,183,767 shares worth $89.7M. The position accounts for 19.59% of the portfolio, ranked #1.

Seven Springs Wealth Group first reported a position in DGRO in Q4 2019 and has held it in 27 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Seven Springs Wealth Group held 1,183,767 shares of iShares Core Dividend Growth ETF worth $89.7M as of Q2 2026.
  • Seven Springs Wealth Group bought 40,102 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $2.96M.
  • iShares Core Dividend Growth ETF made up 19.59% of Seven Springs Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Seven Springs Wealth Group first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.