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NWAM LLC’s iShares Core Dividend Growth ETF DGRO Stock Holding History

NWAM LLC’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
Q1 		$1.27M Buy
18,059
+226
+1% +$16.2K 0.07% 250
2025
Q4 		$1.28M Buy
17,833
+5
+0% +$344 0.07% 240
2025
Q3 		$1.22M Sell
17,828
-6,930
-28% -$458K 0.07% 251
2025
Q2 		$1.6M Buy
24,758
+14,688
+146% +$896K 0.09% 202
2025
Q1 		$622K Buy
10,070
+6,221
+162% +$390K 0.05% 274
2024
Q4 		$236K Hold
3,849
– – 0.01% 537
2024
Q3 		$241K Buy
+3,849
New +$232K 0.01% 547
2024
Q2 		– Sell
-3,849
Closed -$219K – 243
2024
Q1 		$219K Buy
3,849
+72
+2% +$4K 0.02% 521
2023
Q4 		$203K Sell
3,777
-822
-18% -$41.7K 0.02% 527
2023
Q3 		$228K Sell
4,599
-598
-12% -$31K 0.02% 447
2023
Q2 		$268K Buy
+5,197
New +$261K 0.02% 443
2022
Q4 		– Sell
-22,961
Closed -$1.02M – 522
2022
Q3 		$1.02M Sell
22,961
-1,331
-5% -$65.5K 0.1% 202
2022
Q2 		$1.16M Buy
+24,292
New +$1.22M 0.11% 185

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NWAM LLC's DGRO Position: Q1 2026 in Review

NWAM LLC increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.3% in Q1 2026, buying an estimated $16.2K and bringing the position to 18,059 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #250.

NWAM LLC first reported a position in DGRO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.6M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • NWAM LLC held 18,059 shares of iShares Core Dividend Growth ETF worth $1.27M as of Q1 2026.
  • NWAM LLC bought 226 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $16.2K.
  • iShares Core Dividend Growth ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #250 holding.
  • NWAM LLC first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 13 quarters since.
  • NWAM LLC's iShares Core Dividend Growth ETF position peaked at $1.6M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.