Silvercrest Asset Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Silvercrest Asset Management’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	$436K	Buy	5,759 +125	+2%	+$9.22K	﹤0.01%	717
2026 Q1	$395K	Hold	5,634	–	–	﹤0.01%	726
2025 Q4	$391K	Sell	5,634 -9	-0.2%	-$619	﹤0.01%	753
2025 Q3	$384K	Hold	5,643	–	–	﹤0.01%	728
2025 Q2	$361K	Sell	5,643 -1	-0%	-$61	﹤0.01%	751
2025 Q1	$349K	Buy	5,644 +6	+0.1%	+$376	﹤0.01%	751
2024 Q4	$346K	Sell	5,638 -672	-11%	-$42.4K	﹤0.01%	740
2024 Q3	$396K	Buy	6,310 +34	+0.5%	+$2.05K	﹤0.01%	682
2024 Q2	$362K	Buy	6,276 +26	+0.4%	+$1.49K	﹤0.01%	778
2024 Q1	$363K	Sell	6,250 -2,585	-29%	-$144K	﹤0.01%	771
2023 Q4	$475K	Buy	8,835 +75	+0.9%	+$3.8K	﹤0.01%	677
2023 Q3	$434K	Hold	8,760	–	–	﹤0.01%	697
2023 Q2	$451K	Buy	8,760 +26	+0.3%	+$1.31K	﹤0.01%	694
2023 Q1	$437K	Buy	8,734 +31	+0.4%	+$1.56K	﹤0.01%	671
2022 Q4	$435K	Buy	8,703 +32	+0.4%	+$1.57K	﹤0.01%	661
2022 Q3	$386K	Buy	8,671 +37	+0.4%	+$1.82K	﹤0.01%	671
2022 Q2	$411K	Buy	8,634 +25	+0.3%	+$1.26K	﹤0.01%	672
2022 Q1	$460K	Buy	8,609 +24	+0.3%	+$1.28K	﹤0.01%	697
2021 Q4	$477K	Buy	8,585 +27	+0.3%	+$1.44K	﹤0.01%	686
2021 Q3	$430K	Sell	8,558 -548	-6%	-$28.4K	﹤0.01%	703
2021 Q2	$459K	Buy	9,106 +25	+0.3%	+$1.25K	﹤0.01%	688
2021 Q1	$438K	Buy	9,081 +532	+6%	+$24.6K	﹤0.01%	688
2020 Q4	$383K	Buy	+8,549	New	+$363K	﹤0.01%	675

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

Silvercrest Asset Management's DGRO Position: Q2 2026 in Review

Silvercrest Asset Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.2% in Q2 2026, buying an estimated $9.22K and bringing the position to 5,759 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Silvercrest Asset Management first reported a position in DGRO in Q4 2020 and has held it in 23 quarters since. The position peaked at $477K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Silvercrest Asset Management held 5,759 shares of iShares Core Dividend Growth ETF worth $436K as of Q2 2026.
Silvercrest Asset Management bought 125 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $9.22K.
iShares Core Dividend Growth ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #717 holding.
Silvercrest Asset Management first reported a position in iShares Core Dividend Growth ETF in Q4 2020 and has held it in 23 quarters since.
Silvercrest Asset Management's iShares Core Dividend Growth ETF position peaked at $477K in Q4 2021.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.