Navalign LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Navalign LLC’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	$9M	Buy	+119,325	New	+$9.32M	2.06%	16

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

Navalign LLC's DGRO Position: Q3 2026 in Review

Navalign LLC opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q3 2026: 119,325 shares worth $9M. The stake represents 2.06% of the portfolio and ranks #16 among its holdings.

976 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Navalign LLC held 119,325 shares of iShares Core Dividend Growth ETF worth $9M as of Q3 2026.
iShares Core Dividend Growth ETF was a new Navalign LLC position in Q3 2026.
iShares Core Dividend Growth ETF made up 2.06% of Navalign LLC's portfolio in Q3 2026, its #16 holding.
976 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.