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Newbridge Financial Services Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Newbridge Financial Services Group’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 		$1.01M Sell
13,347
-447
-3% -$33K 0.13% 127
2026
Q1 		$968K Sell
13,794
-1,785
-11% -$128K 0.16% 107
2025
Q4 		$1.08M Sell
15,579
-9,444
-38% -$649K 0.17% 103
2025
Q3 		$1.7M Sell
25,023
-397
-2% -$26.2K 0.25% 78
2025
Q2 		$1.63M Buy
25,420
+5,333
+27% +$325K 0.26% 78
2025
Q1 		$1.24M Sell
20,087
-2,431
-11% -$152K 0.3% 75
2024
Q4 		$1.38M Buy
22,518
+19
+0.1% +$1.2K 0.35% 62
2024
Q3 		$1.41M Buy
22,499
+4,370
+24% +$263K 0.5% 50
2024
Q2 		$1.04M Buy
18,129
+362
+2% +$20.7K 0.39% 53
2024
Q1 		$1.03M Sell
17,767
-25
-0.1% -$1.39K 0.45% 50
2023
Q4 		$958K Sell
17,792
-1,377
-7% -$69.8K 0.47% 40
2023
Q3 		$949K Sell
19,169
-166
-0.9% -$8.6K 0.48% 36
2023
Q2 		$996K Sell
19,335
-34
-0.2% -$1.71K 0.49% 32
2023
Q1 		$968K Sell
19,369
-630
-3% -$31.6K 0.51% 31
2022
Q4 		$1,000K Sell
19,999
-2,874
-13% -$141K 0.58% 28
2022
Q3 		$1.02M Buy
22,873
+94
+0.4% +$4.63K 0.6% 20
2022
Q2 		$1.08M Sell
22,779
-1,222
-5% -$61.6K 0.67% 18
2022
Q1 		$1.28M Buy
24,001
+8
+0% +$427 0.63% 23
2021
Q4 		$1.33M Buy
23,993
+102
+0.4% +$5.44K 0.63% 30
2021
Q3 		$1.2M Sell
23,891
-1,022
-4% -$52.9K 0.75% 20
2021
Q2 		$1.25M Sell
24,913
-1,608
-6% -$80.7K 0.77% 14
2021
Q1 		$1.28M Sell
26,521
-552
-2% -$25.5K 0.94% 11
2020
Q4 		$1.21M Buy
27,073
+467
+2% +$19.9K 1% 10
2020
Q3 		$1.06M Buy
+26,606
New +$1.06M 1.04% 10

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

Newbridge Financial Services Group's DGRO Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Core Dividend Growth ETF (DGRO) stake by 3.2% in Q2 2026, selling an estimated $33K and leaving 13,347 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #127.

Newbridge Financial Services Group first reported a position in DGRO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Newbridge Financial Services Group held 13,347 shares of iShares Core Dividend Growth ETF worth $1.01M as of Q2 2026.
  • Newbridge Financial Services Group sold 447 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $33K.
  • iShares Core Dividend Growth ETF made up 0.13% of Newbridge Financial Services Group's portfolio in Q2 2026, its #127 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's iShares Core Dividend Growth ETF position peaked at $1.7M in Q3 2025.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.