SVB Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SVB Wealth’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 Q3	$201K	Hold	2,665	–	–	0.01%	354
2026 Q2	$202K	Buy	+2,665	New	+$197K	0.01%	380
2025 Q2	–	Sell	-3,717	Closed	-$230K	–	805
2025 Q1	$230K	Buy	3,717 +3	+0.1%	+$188	0.01%	297
2024 Q4	$228K	Buy	+3,714	New	+$234K	﹤0.01%	643
2024 Q3	–	Sell	-3,706	Closed	-$214K	–	163
2024 Q2	$214K	Sell	3,706 -2,624	-41%	-$150K	0.01%	659
2024 Q1	$367K	Buy	6,330 +7	+0.1%	+$389	0.01%	567
2023 Q4	$340K	Buy	6,323 +1,837	+41%	+$93.1K	0.01%	583
2023 Q3	$222K	Hold	4,486	–	–	﹤0.01%	712
2023 Q2	$231K	Sell	4,486 -3,076	-41%	-$155K	﹤0.01%	772
2023 Q1	$378K	Sell	7,562 -1,365	-15%	-$68.5K	0.01%	634
2022 Q4	$446K	Sell	8,927 -196	-2%	-$9.6K	0.01%	594
2022 Q3	$406K	Buy	9,123 +3,687	+68%	+$181K	0.01%	577
2022 Q2	$259K	Sell	5,436 -795	-13%	-$40.1K	﹤0.01%	609
2022 Q1	$333K	Buy	6,231 +1,589	+34%	+$84.8K	﹤0.01%	558
2021 Q4	$258K	Hold	4,642	–	–	﹤0.01%	621
2021 Q3	$233K	Hold	4,642	–	–	﹤0.01%	861
2021 Q2	$234K	Buy	+4,642	New	+$233K	﹤0.01%	848

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SVB Wealth's DGRO Position: Q3 2026 in Review

SVB Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 2,665 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #354.

SVB Wealth first reported a position in DGRO in Q2 2021 and has held it in 17 quarters since. The position peaked at $446K in Q4 2022. 976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

SVB Wealth held 2,665 shares of iShares Core Dividend Growth ETF worth $201K as of Q3 2026.
SVB Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.01% of SVB Wealth's portfolio in Q3 2026, its #354 holding.
SVB Wealth first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 17 quarters since.
SVB Wealth's iShares Core Dividend Growth ETF position peaked at $446K in Q4 2022.
976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.