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

Essex Savings 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	$1.36M	Hold	17,946	–	–	0.29%	75
2026 Q1	$1.26M	Sell	17,946 -875	-5%	-$62.7K	0.28%	75
2025 Q4	$1.31M	Hold	18,821	–	–	0.28%	74
2025 Q3	$1.28M	Hold	18,821	–	–	0.29%	74
2025 Q2	$1.2M	Buy	18,821 +975	+5%	+$59.5K	0.29%	78
2025 Q1	$1.1M	Buy	17,846 +610	+4%	+$38.2K	0.27%	82
2024 Q4	$1.06M	Sell	17,236 -395	-2%	-$24.9K	0.26%	84
2024 Q3	$1.11M	Hold	17,631	–	–	0.28%	82
2024 Q2	$1.02M	Hold	17,631	–	–	0.27%	85
2024 Q1	$949K	Hold	17,631	–	–	0.28%	91
2023 Q4	$949K	Buy	17,631 +4,652	+36%	+$236K	0.28%	91
2023 Q3	$643K	Hold	12,979	–	–	0.22%	97
2023 Q2	$669K	Hold	12,979	–	–	0.22%	93
2023 Q1	$649K	Hold	12,979	–	–	0.23%	93
2022 Q4	$649K	Buy	12,979 +1,450	+13%	+$71.2K	0.23%	92
2022 Q3	$513K	Sell	11,529 -18	-0.2%	-$886	0.2%	104
2022 Q2	$550K	Sell	11,547 -4	-0%	-$202	0.21%	100
2022 Q1	$617K	Buy	11,551 +22	+0.2%	+$1.18K	0.2%	108
2021 Q4	$641K	Buy	11,529 +7,206	+167%	+$385K	0.22%	109
2021 Q3	$228K	Hold	4,323	–	–	0.08%	196
2021 Q2	$220K	Buy	+4,323	New	+$217K	0.09%	200

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

Essex Savings Bank's DGRO Position: Q2 2026 in Review

Essex Savings Bank held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 17,946 shares worth $1.36M. The position accounts for 0.29% of the portfolio, ranked #75.

Essex Savings Bank first reported a position in DGRO in Q2 2021 and has held it in 21 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Essex Savings Bank held 17,946 shares of iShares Core Dividend Growth ETF worth $1.36M as of Q2 2026.
Essex Savings Bank left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.29% of Essex Savings Bank's portfolio in Q2 2026, its #75 holding.
Essex Savings Bank first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.