NewSquare Capital’s iShares Core Dividend Growth ETF DGRO Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-1	Closed	-$54	–	444
2025 Q2	$54	Hold	1	–	–	﹤0.01%	1280
2025 Q1	$52	Hold	1	–	–	﹤0.01%	1144
2024 Q4	$52	Hold	1	–	–	﹤0.01%	898
2024 Q3	$52	Hold	1	–	–	﹤0.01%	315
2024 Q2	$48	Hold	1	–	–	﹤0.01%	327
2024 Q1	$48	Sell	1 -3,549	-100%	-$197K	﹤0.01%	419
2023 Q4	$191K	Buy	+3,550	New	+$180K	0.02%	151
2023 Q2	–	Sell	-121	Closed	-$6.05K	–	879
2023 Q1	$6.05K	Buy	+121	New	+$6.08K	﹤0.01%	423

Other funds holding DGRO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewSquare Capital's DGRO Position: Q3 2025 in Review

NewSquare Capital sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 1 share — an estimated $54 sold.

NewSquare Capital first reported a position in DGRO in Q1 2023 and held it in 8 quarters. The position peaked at $191K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

NewSquare Capital reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 1 iShares Core Dividend Growth ETF share in Q3 2025, an estimated $54.
NewSquare Capital first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and held it in 8 quarters.
NewSquare Capital's iShares Core Dividend Growth ETF position peaked at $191K in Q4 2023.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.