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Bell Bank’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bell Bank’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 		$589K Sell
7,773
-83
-1% -$6.12K 0.02% 124
2026
Q1 		$551K Sell
7,856
-47
-0.6% -$3.37K 0.02% 119
2025
Q4 		$549K Sell
7,903
-99
-1% -$6.81K 0.02% 123
2025
Q3 		$545K Sell
8,002
-598
-7% -$39.5K 0.02% 133
2025
Q2 		$550K Hold
8,600
– – 0.03% 138
2025
Q1 		$531K Hold
8,600
– – 0.03% 129
2024
Q4 		$528K Buy
+8,600
New +$543K 0.04% 139

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Bell Bank's DGRO Position: Q2 2026 in Review

Bell Bank reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, selling an estimated $6.12K and leaving 7,773 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #124.

Bell Bank first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Bell Bank held 7,773 shares of iShares Core Dividend Growth ETF worth $589K as of Q2 2026.
  • Bell Bank sold 83 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.12K.
  • iShares Core Dividend Growth ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #124 holding.
  • Bell Bank first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.