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

Greenleaf 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 		$513K Buy
+6,775
New +$500K ﹤0.01% 508
2020
Q3 		– Sell
-6,722
Closed -$253K – 571
2020
Q2 		$253K Buy
+6,722
New +$244K ﹤0.01% 442

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenleaf Trust's DGRO Position: Q2 2026 in Review

Greenleaf Trust opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 6,775 shares worth $513K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in DGRO as recently as Q2 2020.

Greenleaf Trust first reported a position in DGRO in Q2 2020 and has held it in 2 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Greenleaf Trust held 6,775 shares of iShares Core Dividend Growth ETF worth $513K as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Greenleaf Trust position in Q2 2026.
  • iShares Core Dividend Growth ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #508 holding.
  • Greenleaf Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.