N.E.W. Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.3K Buy
149
+96
+181% +$7.08K ﹤0.01% 632
2026
Q1
$3.73K Buy
+53
New +$3.8K ﹤0.01% 772

Other funds holding DGRO

N.E.W. Advisory Services's DGRO Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Core Dividend Growth ETF (DGRO) stake by 181% in Q2 2026, buying an estimated $7.08K and bringing the position to 149 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

N.E.W. Advisory Services first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • N.E.W. Advisory Services held 149 shares of iShares Core Dividend Growth ETF worth $11.3K as of Q2 2026.
  • N.E.W. Advisory Services bought 96 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $7.08K.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #632 holding.
  • N.E.W. Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.