Glenview Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Glenview 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 Q1	$689K	Buy	9,822 +943	+11%	+$67.6K	0.01%	329
2025 Q4	$616K	Hold	8,879	–	–	0.01%	340
2025 Q3	$604K	Sell	8,879 -637	-7%	-$42.1K	0.01%	352
2025 Q2	$608K	Buy	9,516 +637	+7%	+$38.8K	0.01%	349
2025 Q1	$549K	Buy	8,879 +88	+1%	+$5.51K	0.01%	345
2024 Q4	$539K	Hold	8,791	–	–	0.01%	342
2024 Q3	$551K	Hold	8,791	–	–	0.01%	344
2024 Q2	$506K	Hold	8,791	–	–	0.01%	347
2024 Q1	$510K	Sell	8,791 -271	-3%	-$15K	0.01%	342
2023 Q4	$488K	Buy	+9,062	New	+$460K	0.01%	342

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

Glenview Trust's DGRO Position: Q1 2026 in Review

Glenview Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 11% in Q1 2026, buying an estimated $67.6K and bringing the position to 9,822 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #329.

Glenview Trust first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Glenview Trust held 9,822 shares of iShares Core Dividend Growth ETF worth $689K as of Q1 2026.
Glenview Trust bought 943 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $67.6K.
iShares Core Dividend Growth ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #329 holding.
Glenview Trust first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.