SevenBridge Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SevenBridge Financial 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	$4.78M	Buy	60,110 +5,959	+11%	+$440K	0.7%	47
2026 Q1	$3.95M	Sell	54,151 -596	-1%	-$42.7K	0.62%	53
2025 Q4	$3.92M	Buy	54,747 +6,102	+13%	+$420K	0.63%	50
2025 Q3	$3.36M	Buy	48,645 +10,002	+26%	+$661K	0.55%	66
2025 Q2	$2.54M	Buy	38,643 +3,741	+11%	+$228K	0.45%	77
2025 Q1	$2.16M	Buy	+34,902	New	+$2.19M	0.43%	79

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

SevenBridge Financial Group's DGRO Position: Q2 2026 in Review

SevenBridge Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q2 2026, buying an estimated $440K and bringing the position to 60,110 shares worth $4.78M. The position accounts for 0.7% of the portfolio, ranked #47.

SevenBridge Financial Group first reported a position in DGRO in Q1 2025 and has held it in 6 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SevenBridge Financial Group held 60,110 shares of iShares Core Dividend Growth ETF worth $4.78M as of Q2 2026.
SevenBridge Financial Group bought 5,959 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $440K.
iShares Core Dividend Growth ETF made up 0.7% of SevenBridge Financial Group's portfolio in Q2 2026, its #47 holding.
SevenBridge Financial Group first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.