Newton One Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Newton One Investments’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	$65.3K	Hold	862	–	–	0.02%	64
2026 Q1	$60.5K	Hold	862	–	–	0.02%	61
2025 Q4	$59.9K	Hold	862	–	–	0.02%	64
2025 Q3	$58.7K	Hold	862	–	–	0.02%	63
2025 Q2	$55.1K	Hold	862	–	–	0.02%	65
2025 Q1	$53.3K	Hold	862	–	–	0.02%	66
2024 Q4	$52.9K	Buy	+862	New	+$54.4K	0.02%	63

Other funds holding DGRO

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Newton One Investments's DGRO Position: Q2 2026 in Review

Newton One Investments held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 862 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #64.

Newton One Investments first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 963 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Newton One Investments held 862 shares of iShares Core Dividend Growth ETF worth $65.3K as of Q2 2026.
Newton One Investments left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #64 holding.
Newton One Investments first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
963 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.