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DGRO icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Wealth's DGRO Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core Dividend Growth ETF (DGRO) stake by 2% in Q1 2026, buying an estimated $114K and bringing the position to 81,403 shares worth $5.71M. The position accounts for 0.07% of the portfolio, ranked #194.

NewEdge Wealth first reported a position in DGRO in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.9M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • NewEdge Wealth held 81,403 shares of iShares Core Dividend Growth ETF worth $5.71M as of Q1 2026.
  • NewEdge Wealth bought 1,590 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $114K.
  • iShares Core Dividend Growth ETF made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #194 holding.
  • NewEdge Wealth first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's iShares Core Dividend Growth ETF position peaked at $5.9M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

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