BOK Financial Private Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

BOK Financial Private Wealth’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	$12.6K	Hold	180	–	–	﹤0.01%	335
2025 Q4	$12.5K	Hold	180	–	–	﹤0.01%	375
2025 Q3	$12.3K	Hold	180	–	–	﹤0.01%	320
2025 Q2	$11.5K	Buy	+180	New	+$11K	﹤0.01%	349
2022 Q4	–	Sell	-307	Closed	-$14K	–	369
2022 Q3	$14K	Buy	+307	New	+$15.1K	﹤0.01%	315

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BOK Financial Private Wealth's DGRO Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 180 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

BOK Financial Private Wealth first reported a position in DGRO in Q3 2022 and has held it in 5 quarters since. The position peaked at $14K in Q3 2022. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

BOK Financial Private Wealth held 180 shares of iShares Core Dividend Growth ETF worth $12.6K as of Q1 2026.
BOK Financial Private Wealth left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #335 holding.
BOK Financial Private Wealth first reported a position in iShares Core Dividend Growth ETF in Q3 2022 and has held it in 5 quarters since.
BOK Financial Private Wealth's iShares Core Dividend Growth ETF position peaked at $14K in Q3 2022.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.