NewEdge Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

NewEdge 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 Q1	$65.1M	Buy	928,191 +42,358	+5%	+$3.04M	0.24%	77
2025 Q4	$61.5M	Buy	885,833 +84,837	+11%	+$5.83M	0.22%	86
2025 Q3	$54.5M	Buy	800,996 +75,436	+10%	+$4.99M	0.25%	80
2025 Q2	$46.4M	Buy	725,560 +39,769	+6%	+$2.42M	0.24%	87
2025 Q1	$42.4M	Buy	685,791 +97,289	+17%	+$6.1M	0.25%	90
2024 Q4	$36.1M	Buy	588,502 +75,413	+15%	+$4.76M	0.22%	99
2024 Q3	$32.2M	Sell	513,089 -5,554	-1%	-$335K	0.21%	108
2024 Q2	$29.9M	Buy	518,643 +3,452	+0.7%	+$197K	0.22%	100
2024 Q1	$29.9M	Sell	515,191 -1,126,309	-69%	-$62.5M	0.26%	86
2023 Q4	$89.1M	Buy	1,641,500 +54,601	+3%	+$2.77M	0.85%	11
2023 Q3	$78.6M	Buy	1,586,899 +117,542	+8%	+$6.09M	0.86%	11
2023 Q2	$75.7M	Buy	1,469,357 +4,864	+0.3%	+$245K	0.86%	10
2023 Q1	$73.2M	Buy	1,464,493 +13,322	+0.9%	+$669K	0.92%	7
2022 Q4	$61.6M	Buy	1,451,171 +595,952	+70%	+$29.3M	1.66%	4
2022 Q3	$38M	Buy	855,219 +561,656	+191%	+$27.6M	0.62%	24
2022 Q2	$14M	Sell	293,563 -6,006	-2%	-$303K	0.23%	107
2022 Q1	$16M	Sell	299,569 -17,601	-6%	-$940K	0.26%	96
2021 Q4	$17.6M	Buy	317,170 +48,048	+18%	+$2.56M	0.27%	85
2021 Q3	$13.5M	Buy	269,122 +7,882	+3%	+$408K	0.33%	74
2021 Q2	$13.2M	Sell	261,240 -12,708	-5%	-$638K	0.35%	66
2021 Q1	$13.2M	Sell	273,948 -47,097	-15%	-$2.18M	0.39%	58
2020 Q4	$14.4M	Buy	321,045 +11,364	+4%	+$483K	0.47%	51
2020 Q3	$12.3M	Buy	309,681 +8,161	+3%	+$324K	0.43%	63
2020 Q2	$11.3M	Buy	301,520 +45,664	+18%	+$1.66M	0.44%	59
2020 Q1	$8.34M	Sell	255,856 -12,606	-5%	-$493K	0.4%	67
2019 Q4	$11.3M	Sell	268,462 -4,554	-2%	-$184K	0.45%	52
2019 Q3	$10.7M	Buy	273,016 +124,177	+83%	+$4.78M	0.47%	54
2019 Q2	$5.69M	Buy	148,839 +4,603	+3%	+$173K	0.35%	74
2019 Q1	$5.3M	Buy	144,236 +11,178	+8%	+$398K	0.34%	78
2018 Q4	$4.42K	Buy	133,058 +36,159	+37%	+$1.27M	0.28%	87
2018 Q3	$3.59M	Buy	+96,899	New	+$3.52M	0.28%	92
2017 Q3	–	Sell	-2,892	Closed	-$90.6K	–	536
2017 Q2	$90.6K	Buy	+2,892	New	+$89.4K	0.02%	432

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's DGRO Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.8% in Q1 2026, buying an estimated $3.04M and bringing the position to 928,191 shares worth $65.1M. The position accounts for 0.24% of the portfolio, ranked #77.

NewEdge Advisors first reported a position in DGRO in Q2 2017 and has held it in 32 quarters since. The position peaked at $89.1M in Q4 2023. 1,314 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

NewEdge Advisors held 928,191 shares of iShares Core Dividend Growth ETF worth $65.1M as of Q1 2026.
NewEdge Advisors bought 42,358 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $3.04M.
iShares Core Dividend Growth ETF made up 0.24% of NewEdge Advisors's portfolio in Q1 2026, its #77 holding.
NewEdge Advisors first reported a position in iShares Core Dividend Growth ETF in Q2 2017 and has held it in 32 quarters since.
NewEdge Advisors's iShares Core Dividend Growth ETF position peaked at $89.1M in Q4 2023.
1,314 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.