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

NovaPoint 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
2026 Q2	$431K	Buy	+5,683	New	+$419K	0.09%	109
2025 Q4	–	Sell	-6,272	Closed	-$427K	–	94
2025 Q3	$427K	Buy	+6,272	New	+$415K	0.1%	102
2025 Q2	–	Sell	-8,057	Closed	-$498K	–	91
2025 Q1	$498K	Sell	8,057 -994	-11%	-$62.3K	0.15%	88
2024 Q4	$555K	Sell	9,051 -41	-0.5%	-$2.59K	0.17%	85
2024 Q3	$570K	Buy	9,092 +34	+0.4%	+$2.05K	0.18%	84
2024 Q2	$522K	Sell	9,058 -57	-0.6%	-$3.26K	0.18%	86
2024 Q1	$529K	Buy	+9,115	New	+$506K	0.19%	83
2022 Q3	–	Sell	-5,607	Closed	-$267K	–	123
2022 Q2	$267K	Buy	5,607 +415	+8%	+$20.9K	0.12%	105
2022 Q1	$277K	Sell	5,192 -1,709	-25%	-$91.3K	0.1%	114
2021 Q4	$384K	Buy	6,901 +5	+0.1%	+$267	0.14%	92
2021 Q3	$346K	Buy	+6,896	New	+$357K	0.14%	96

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 22.9% 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

NovaPoint Capital's DGRO Position: Q2 2026 in Review

NovaPoint Capital opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 5,683 shares worth $431K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in DGRO as recently as Q3 2025.

NovaPoint Capital first reported a position in DGRO in Q3 2021 and has held it in 11 quarters since. The position peaked at $570K in Q3 2024. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

NovaPoint Capital held 5,683 shares of iShares Core Dividend Growth ETF worth $431K as of Q2 2026.
iShares Core Dividend Growth ETF was a new NovaPoint Capital position in Q2 2026.
iShares Core Dividend Growth ETF made up 0.09% of NovaPoint Capital's portfolio in Q2 2026, its #109 holding.
NovaPoint Capital first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 11 quarters since.
NovaPoint Capital's iShares Core Dividend Growth ETF position peaked at $570K in Q3 2024.
1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.