Community Financial Services Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Community Financial Services Group’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	$278K	Buy	3,651 +1,510	+71%	+$111K	0.04%	114
2026 Q1	$150K	Buy	+2,141	New	+$153K	0.03%	132
2025 Q1	–	Sell	-4,752	Closed	-$291K	–	101
2024 Q4	$291K	Sell	4,752 -1,352	-22%	-$85.3K	0.06%	105
2024 Q3	$383K	Sell	6,104 -75	-1%	-$4.52K	0.08%	102
2024 Q2	$356K	Sell	6,179 -2,273	-27%	-$130K	0.08%	107
2024 Q1	$491K	Buy	+8,452	New	+$469K	0.11%	109
2023 Q3	$3.48M	Buy	+70,201	New	+$3.63M	0.88%	30
2021 Q4	$3.56M	Buy	64,115 +9,959	+18%	+$531K	0.89%	29
2021 Q3	$2.72M	Buy	54,156 +775	+1%	+$40.1K	0.74%	35
2021 Q2	$2.69M	Buy	53,381 +4,715	+10%	+$237K	0.75%	38
2021 Q1	$2.35M	Buy	+48,666	New	+$2.25M	0.7%	41

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

Community Financial Services Group's DGRO Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 71% in Q2 2026, buying an estimated $111K and bringing the position to 3,651 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #114.

Community Financial Services Group first reported a position in DGRO in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Community Financial Services Group held 3,651 shares of iShares Core Dividend Growth ETF worth $278K as of Q2 2026.
Community Financial Services Group bought 1,510 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $111K.
iShares Core Dividend Growth ETF made up 0.04% of Community Financial Services Group's portfolio in Q2 2026, its #114 holding.
Community Financial Services Group first reported a position in iShares Core Dividend Growth ETF in Q1 2021 and has held it in 11 quarters since.
Community Financial Services Group's iShares Core Dividend Growth ETF position peaked at $3.56M in Q4 2021.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.