Arlington Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Arlington Trust’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	$28K	Hold	370	–	–	﹤0.01%	347
2026 Q1	$26K	Hold	370	–	–	﹤0.01%	300
2025 Q4	$25.7K	Sell	370 -3,053	-89%	-$210K	﹤0.01%	238
2025 Q3	$233K	Hold	3,423	–	–	0.04%	161
2025 Q2	$219K	Hold	3,423	–	–	0.04%	164
2025 Q1	$211K	Hold	3,423	–	–	0.04%	169
2024 Q4	$210K	Hold	3,423	–	–	0.04%	169
2024 Q3	$215K	Hold	3,423	–	–	0.05%	159
2024 Q2	$197K	Hold	3,423	–	–	0.05%	152
2024 Q1	$199K	Hold	3,423	–	–	0.05%	134
2023 Q4	$184K	Buy	+3,423	New	+$174K	0.05%	140

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

Arlington Trust's DGRO Position: Q2 2026 in Review

Arlington Trust held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 370 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Arlington Trust first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $233K in Q3 2025. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Arlington Trust held 370 shares of iShares Core Dividend Growth ETF worth $28K as of Q2 2026.
Arlington Trust left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #347 holding.
Arlington Trust first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's iShares Core Dividend Growth ETF position peaked at $233K in Q3 2025.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.