Next Level Private’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Next Level Private’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	$265K	Sell	3,493 -20	-0.6%	-$1.48K	0.05%	155
2026 Q1	$247K	Buy	+3,513	New	+$252K	0.06%	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

Next Level Private's DGRO Position: Q2 2026 in Review

Next Level Private reduced its iShares Core Dividend Growth ETF (DGRO) stake by 0.57% in Q2 2026, selling an estimated $1.48K and leaving 3,493 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #155.

Next Level Private first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Next Level Private held 3,493 shares of iShares Core Dividend Growth ETF worth $265K as of Q2 2026.
Next Level Private sold 20 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.48K.
iShares Core Dividend Growth ETF made up 0.05% of Next Level Private's portfolio in Q2 2026, its #155 holding.
Next Level Private first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.