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Crews Bank & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Crews Bank & 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 		$9.62M Buy
126,951
+2,239
+2% +$165K 1.26% 17
2026
Q1 		$8.75M Buy
124,712
+1,729
+1% +$124K 1.27% 16
2025
Q4 		$8.54M Sell
122,983
-1,575
-1% -$108K 1.22% 17
2025
Q3 		$8.48M Buy
124,558
+2,322
+2% +$153K 1.24% 17
2025
Q2 		$7.82M Buy
122,236
+15,475
+14% +$944K 1.23% 17
2025
Q1 		$6.6M Buy
106,761
+10,020
+10% +$628K 1.13% 17
2024
Q4 		$5.93M Buy
+96,741
New +$6.1M 1% 19

Other funds holding DGRO

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Crews Bank & Trust's DGRO Position: Q2 2026 in Review

Crews Bank & Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 1.8% in Q2 2026, buying an estimated $165K and bringing the position to 126,951 shares worth $9.62M. The position accounts for 1.26% of the portfolio, ranked #17.

Crews Bank & Trust first reported a position in DGRO in Q4 2024 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Crews Bank & Trust held 126,951 shares of iShares Core Dividend Growth ETF worth $9.62M as of Q2 2026.
  • Crews Bank & Trust bought 2,239 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $165K.
  • iShares Core Dividend Growth ETF made up 1.26% of Crews Bank & Trust's portfolio in Q2 2026, its #17 holding.
  • Crews Bank & Trust first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

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