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Novem Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Novem Group’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 		$1.11M Buy
14,644
+1,655
+13% +$122K 0.11% 164
2026
Q1 		$912K Buy
12,989
+69
+0.5% +$4.95K 0.1% 192
2025
Q4 		$897K Buy
12,920
+2,212
+21% +$152K 0.1% 202
2025
Q3 		$729K Sell
10,708
-142
-1% -$9.38K 0.09% 219
2025
Q2 		$694K Buy
10,850
+888
+9% +$54.1K 0.09% 216
2025
Q1 		$615K Sell
9,962
-434
-4% -$27.2K 0.09% 198
2024
Q4 		$638K Buy
+10,396
New +$656K 0.09% 199

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Novem Group's DGRO Position: Q2 2026 in Review

Novem Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q2 2026, buying an estimated $122K and bringing the position to 14,644 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #164.

Novem Group first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Novem Group held 14,644 shares of iShares Core Dividend Growth ETF worth $1.11M as of Q2 2026.
  • Novem Group bought 1,655 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $122K.
  • iShares Core Dividend Growth ETF made up 0.11% of Novem Group's portfolio in Q2 2026, its #164 holding.
  • Novem Group first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.