NWM
DGRO icon

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

Nova Wealth Management’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 		$9.47K Sell
125
-340
-73% -$25.1K 0.01% 405
2026
Q1 		$32.6K Hold
465
– – 0.02% 246
2025
Q4 		$32.3K Hold
465
– – 0.02% 236
2025
Q3 		$31.7K Hold
465
– – 0.02% 249
2025
Q2 		$29.7K Hold
465
– – 0.02% 269
2025
Q1 		$28.7K Hold
465
– – 0.02% 254
2024
Q4 		$28.5K Buy
+465
New +$29.3K 0.02% 209

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Nova Wealth Management's DGRO Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 73% in Q2 2026, selling an estimated $25.1K and leaving 125 shares worth $9.47K. The position accounts for 0.01% of the portfolio, ranked #405.

Nova Wealth Management first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.6K in Q1 2026. 235 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Nova Wealth Management held 125 shares of iShares Core Dividend Growth ETF worth $9.47K as of Q2 2026.
  • Nova Wealth Management sold 340 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Core Dividend Growth ETF made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Nova Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares Core Dividend Growth ETF position peaked at $32.6K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.