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

NewEdge Wealth’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	$6.46M	Buy	85,261 +3,858	+5%	+$285K	0.06%	203
2026 Q1	$5.71M	Buy	81,403 +1,590	+2%	+$114K	0.07%	194
2025 Q4	$5.54M	Buy	79,813 +8	+0%	+$550	0.06%	212
2025 Q3	$5.4M	Sell	79,805 -11,183	-12%	-$739K	0.08%	197
2025 Q2	$5.9M	Sell	90,988 -966	-1%	-$58.9K	0.09%	172
2025 Q1	$5.68M	Buy	91,954 +2,802	+3%	+$176K	0.1%	165
2024 Q4	$5.47M	Sell	89,152 -572	-0.6%	-$36.1K	0.09%	174
2024 Q3	$5.62M	Buy	89,724 +5,654	+7%	+$341K	0.1%	176
2024 Q2	$4.84M	Buy	84,070 +6	+0%	+$343	0.1%	168
2024 Q1	$4.71M	Buy	84,064 +13,218	+19%	+$734K	0.11%	173
2023 Q4	$3.81M	Buy	70,846 +17	+0%	+$862	0.1%	178
2023 Q3	$3.51M	Hold	70,829	–	–	0.11%	164
2023 Q2	$3.65M	Buy	70,829 +19,676	+38%	+$990K	0.12%	156
2023 Q1	$2.56M	Buy	51,153 +5,491	+12%	+$276K	0.1%	189
2022 Q4	$2.28M	Buy	45,662 +8	+0%	+$393	0.1%	192
2022 Q3	$2.03M	Buy	45,654 +149	+0.3%	+$7.33K	0.1%	187
2022 Q2	$2.17M	Buy	45,505 +6	+0%	+$303	0.1%	179
2022 Q1	$2.43M	Buy	45,499 +1,115	+3%	+$59.5K	0.11%	141
2021 Q4	$2.47M	Buy	44,384 +8,484	+24%	+$453K	0.1%	149
2021 Q3	$1.8M	Buy	35,900 +14,700	+69%	+$761K	0.11%	136
2021 Q2	$1.07M	Hold	21,200	–	–	0.08%	170
2021 Q1	$1.02M	Buy	+21,200	New	+$980K	0.1%	155

Other funds holding DGRO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

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

NewEdge Wealth's DGRO Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 4.7% in Q2 2026, buying an estimated $285K and bringing the position to 85,261 shares worth $6.46M. The position accounts for 0.06% of the portfolio, ranked #203.

NewEdge Wealth first reported a position in DGRO in Q1 2021 and has held it in 22 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

NewEdge Wealth held 85,261 shares of iShares Core Dividend Growth ETF worth $6.46M as of Q2 2026.
NewEdge Wealth bought 3,858 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $285K.
iShares Core Dividend Growth ETF made up 0.06% of NewEdge Wealth's portfolio in Q2 2026, its #203 holding.
NewEdge Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 22 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.