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 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%	-$9.62K	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 $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

SVB Wealth's DGRO Position: Q2 2026 in Review

SVB Wealth opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 2,665 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: SVB Wealth previously reported a position in DGRO as recently as Q1 2025.

SVB Wealth first reported a position in DGRO in Q2 2021 and has held it in 16 quarters since. The position peaked at $446K in Q4 2022. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SVB Wealth held 2,665 shares of iShares Core Dividend Growth ETF worth $202K as of Q2 2026.
iShares Core Dividend Growth ETF was a new SVB Wealth position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #380 holding.
SVB Wealth first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 16 quarters since.
SVB Wealth's iShares Core Dividend Growth ETF position peaked at $446K in Q4 2022.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.