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MassMutual Private Wealth & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

MassMutual Private Wealth & Trust’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 		$179K Sell
2,359
-163
-6% -$12K ﹤0.01% 470
2026
Q1 		$177K Sell
2,522
-86
-3% -$6.17K ﹤0.01% 454
2025
Q4 		$181K Sell
2,608
-180
-6% -$12.4K ﹤0.01% 459
2025
Q3 		$190K Sell
2,788
-150
-5% -$9.91K ﹤0.01% 455
2025
Q2 		$188K Buy
2,938
+104
+4% +$6.34K 0.01% 447
2025
Q1 		$175K Buy
2,834
+423
+18% +$26.5K 0.01% 450
2024
Q4 		$148K Buy
2,411
+611
+34% +$38.5K ﹤0.01% 501
2024
Q3 		$113K Buy
1,800
+246
+16% +$14.8K ﹤0.01% 498
2024
Q2 		$89.5K Sell
1,554
-40
-3% -$2.29K ﹤0.01% 547
2024
Q1 		$92.5K Buy
1,594
+112
+8% +$6.22K ﹤0.01% 491
2023
Q4 		$79.8K Sell
1,482
-483
-25% -$24.5K ﹤0.01% 506
2023
Q3 		$97.3K Buy
1,965
+5
+0.3% +$259 ﹤0.01% 459
2023
Q2 		$101K Sell
1,960
-10
-0.5% -$503 ﹤0.01% 442
2023
Q1 		$98.5K Sell
1,970
-1,266
-39% -$63.6K ﹤0.01% 423
2022
Q4 		$162K Sell
3,236
-3,600
-53% -$177K 0.01% 366
2022
Q3 		$304K Buy
6,836
+3,823
+127% +$188K 0.01% 299
2022
Q2 		$144K Buy
3,013
+1,483
+97% +$74.8K 0.01% 353
2022
Q1 		$82K Sell
1,530
-82
-5% -$4.38K ﹤0.01% 409
2021
Q4 		$90K Buy
1,612
+878
+120% +$46.9K ﹤0.01% 417
2021
Q3 		$37K Sell
734
-196
-21% -$10.2K ﹤0.01% 519
2021
Q2 		$47K Sell
930
-318
-25% -$16K ﹤0.01% 479
2021
Q1 		$60K Buy
1,248
+134
+12% +$6.2K ﹤0.01% 421
2020
Q4 		$50K Buy
1,114
+294
+36% +$12.5K ﹤0.01% 444
2020
Q3 		$33K Hold
820
– – ﹤0.01% 452
2020
Q2 		$31K Sell
820
-9,532
-92% -$347K ﹤0.01% 434
2020
Q1 		$337K Buy
10,352
+8,701
+527% +$340K 0.03% 267
2019
Q4 		$69K Buy
1,651
+208
+14% +$8.41K ﹤0.01% 410
2019
Q3 		$56K Sell
1,443
-48
-3% -$1.85K ﹤0.01% 415
2019
Q2 		$57K Sell
1,491
-547
-27% -$20.5K ﹤0.01% 412
2019
Q1 		$74.9K Buy
2,038
+298
+17% +$10.6K 0.01% 390
2018
Q4 		$57.7K Buy
1,740
+26
+2% +$914 ﹤0.01% 403
2018
Q3 		$63.5K Hold
1,714
– – ﹤0.01% 404
2018
Q2 		$58.8K Sell
1,714
-64
-4% -$2.2K ﹤0.01% 403
2018
Q1 		$60.3K Buy
+1,778
New +$62.7K 0.01% 396

Other funds holding DGRO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's DGRO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Core Dividend Growth ETF (DGRO) stake by 6.5% in Q2 2026, selling an estimated $12K and leaving 2,359 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

MassMutual Private Wealth & Trust first reported a position in DGRO in Q1 2018 and has held it in 34 quarters since. The position peaked at $337K in Q1 2020. 665 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,359 shares of iShares Core Dividend Growth ETF worth $179K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 163 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12K.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #470 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core Dividend Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • MassMutual Private Wealth & Trust's iShares Core Dividend Growth ETF position peaked at $337K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.