Atlantic Union Bankshares’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atlantic Union Bankshares’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	$1.08M	Buy	14,269 +4,244	+42%	+$313K	0.02%	364
2026 Q1	$704K	Hold	10,025	–	–	0.01%	418
2025 Q4	$696K	Sell	10,025 -88	-0.9%	-$6.05K	0.01%	428
2025 Q3	$688K	Sell	10,113 -499	-5%	-$33K	0.01%	436
2025 Q2	$679K	Buy	10,612 +3,001	+39%	+$183K	0.02%	365
2025 Q1	$470K	Hold	7,611	–	–	0.03%	237
2024 Q4	$467K	Hold	7,611	–	–	0.03%	243
2024 Q3	$477K	Hold	7,611	–	–	0.03%	241
2024 Q2	$438K	Hold	7,611	–	–	0.03%	246
2024 Q1	$442K	Hold	7,611	–	–	0.04%	217
2023 Q4	$410K	Sell	7,611 -75	-1%	-$3.8K	0.04%	224
2023 Q3	$381K	Hold	7,686	–	–	0.04%	225
2023 Q2	$396K	Sell	7,686 -145	-2%	-$7.29K	0.04%	229
2023 Q1	$391K	Hold	7,831	–	–	0.04%	214
2022 Q4	$392K	Sell	7,831 -425	-5%	-$20.9K	0.04%	203
2022 Q3	$367K	Sell	8,256 -205	-2%	-$10.1K	0.04%	190
2022 Q2	$403K	Buy	8,461 +100	+1%	+$5.04K	0.04%	190
2022 Q1	$447K	Buy	8,361 +900	+12%	+$48.1K	0.04%	196
2021 Q4	$415K	Sell	7,461 -55	-0.7%	-$2.94K	0.04%	208
2021 Q3	$378K	Hold	7,516	–	–	0.04%	210
2021 Q2	$379K	Hold	7,516	–	–	0.04%	214
2021 Q1	$363K	Buy	7,516 +105	+1%	+$4.85K	0.04%	210
2020 Q4	$332K	Sell	7,411 -150	-2%	-$6.38K	0.03%	221
2020 Q3	$301K	Buy	7,561 +411	+6%	+$16.3K	0.04%	207
2020 Q2	$269K	Buy	7,150 +75	+1%	+$2.73K	0.03%	223
2020 Q1	$231K	Buy	+7,075	New	+$277K	0.03%	220

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

Atlantic Union Bankshares's DGRO Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Core Dividend Growth ETF (DGRO) stake by 42% in Q2 2026, buying an estimated $313K and bringing the position to 14,269 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #364.

Atlantic Union Bankshares first reported a position in DGRO in Q1 2020 and has held it in 26 quarters since. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Atlantic Union Bankshares held 14,269 shares of iShares Core Dividend Growth ETF worth $1.08M as of Q2 2026.
Atlantic Union Bankshares bought 4,244 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $313K.
iShares Core Dividend Growth ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #364 holding.
Atlantic Union Bankshares first reported a position in iShares Core Dividend Growth ETF in Q1 2020 and has held it in 26 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.