GMFG
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Greater Midwest Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Greater Midwest Financial 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 		$342K Buy
4,511
+19
+0.4% +$1.4K 0.17% 46
2026
Q1 		$315K Sell
4,492
-707
-14% -$50.7K 0.17% 49
2025
Q4 		$361K Buy
5,199
+33
+0.6% +$2.27K 0.2% 47
2025
Q3 		$352K Sell
5,166
-13,132
-72% -$868K 0.23% 44
2025
Q2 		$1.17M Sell
18,298
-697
-4% -$42.5K 0.89% 27
2025
Q1 		$1.17M Sell
18,995
-1,005
-5% -$63K 0.82% 27
2024
Q4 		$1.23M Sell
20,000
-4,053
-17% -$256K 0.78% 27
2024
Q3 		$1.51M Buy
24,053
+131
+0.5% +$7.9K 0.88% 26
2024
Q2 		$1.43M Sell
23,922
-1,703
-7% -$97.3K 0.91% 23
2024
Q1 		$1.49M Sell
25,625
-1,402
-5% -$77.8K 0.93% 24
2023
Q4 		$1.45M Buy
+27,027
New +$1.37M 0.99% 24

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

Greater Midwest Financial Group's DGRO Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.42% in Q2 2026, buying an estimated $1.4K and bringing the position to 4,511 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #46.

Greater Midwest Financial Group first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q3 2024. 446 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Greater Midwest Financial Group held 4,511 shares of iShares Core Dividend Growth ETF worth $342K as of Q2 2026.
  • Greater Midwest Financial Group bought 19 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Core Dividend Growth ETF made up 0.17% of Greater Midwest Financial Group's portfolio in Q2 2026, its #46 holding.
  • Greater Midwest Financial Group first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's iShares Core Dividend Growth ETF position peaked at $1.51M in Q3 2024.
  • 446 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.