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New England Private Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

New England Private Wealth Advisors’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 		$558K Buy
7,162
+222
+3% +$16.4K 0.05% 136
2026
Q1 		$487K Buy
6,940
+19
+0.3% +$1.36K 0.06% 135
2025
Q4 		$480K Buy
6,921
+23
+0.3% +$1.58K 0.06% 131
2025
Q3 		$470K Buy
6,898
+94
+1% +$6.21K 0.06% 127
2025
Q2 		$444K Sell
6,804
-180
-3% -$11K 0.06% 113
2025
Q1 		$431K Sell
6,984
-9
-0.1% -$564 0.07% 102
2024
Q4 		$429K Buy
6,993
+21
+0.3% +$1.32K 0.07% 104
2024
Q3 		$437K Buy
6,972
+52
+0.8% +$3.13K 0.07% 100
2024
Q2 		$399K Sell
6,920
-382
-5% -$21.8K 0.07% 100
2024
Q1 		$423K Sell
7,302
-443
-6% -$24.6K 0.07% 101
2023
Q4 		$417K Sell
7,745
-58
-0.7% -$2.94K 0.08% 97
2023
Q3 		$386K Buy
7,803
+403
+5% +$20.9K 0.08% 88
2023
Q2 		$381K Buy
7,400
+25
+0.3% +$1.26K 0.08% 85
2023
Q1 		$369K Sell
7,375
-49
-0.7% -$2.46K 0.07% 82
2022
Q4 		$371K Buy
7,424
+67
+0.9% +$3.29K 0.08% 81
2022
Q3 		$327K Buy
7,357
+32
+0.4% +$1.57K 0.08% 81
2022
Q2 		$391K Sell
7,325
-1
-0% -$50 0.07% 83
2022
Q1 		$391K Buy
7,326
+21
+0.3% +$1.12K 0.07% 83
2021
Q4 		$406K Buy
7,305
+41
+0.6% +$2.19K 0.07% 81
2021
Q3 		$366K Hold
7,264
– – 0.07% 83
2021
Q2 		$366K Buy
7,264
+43
+0.6% +$2.16K 0.07% 80
2021
Q1 		$349K Hold
7,221
– – 0.06% 78
2020
Q4 		$324K Buy
7,221
+25
+0.3% +$1.06K 0.07% 69
2020
Q3 		$286K Buy
7,196
+873
+14% +$34.7K 0.07% 72
2020
Q2 		$238K Buy
+6,323
New +$230K 0.07% 75

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Private Wealth Advisors's DGRO Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 7,162 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #136.

New England Private Wealth Advisors first reported a position in DGRO in Q2 2020 and has held it in 25 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • New England Private Wealth Advisors held 7,162 shares of iShares Core Dividend Growth ETF worth $558K as of Q2 2026.
  • New England Private Wealth Advisors bought 222 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Core Dividend Growth ETF made up 0.05% of New England Private Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • New England Private Wealth Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.