Independence Bank of Kentucky’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Independence Bank of Kentucky’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	$30.4K	Hold	401	–	–	﹤0.01%	434
2026 Q1	$28.1K	Sell	401 -105	-21%	-$7.53K	﹤0.01%	464
2025 Q4	$35.1K	Buy	506 +226	+81%	+$15.5K	﹤0.01%	437
2025 Q3	$19.1K	Hold	280	–	–	﹤0.01%	490
2025 Q2	$17.9K	Sell	280 -225	-45%	-$13.7K	﹤0.01%	487
2025 Q1	$31.2K	Hold	505	–	–	﹤0.01%	433
2024 Q4	$31K	Hold	505	–	–	﹤0.01%	439
2024 Q3	$31.7K	Hold	505	–	–	0.01%	409
2024 Q2	$29.1K	Hold	505	–	–	0.01%	382
2024 Q1	$29.3K	Hold	505	–	–	0.01%	367
2023 Q4	$27.2K	Hold	505	–	–	0.01%	355
2023 Q3	$25K	Sell	505 -3,180	-86%	-$165K	0.01%	339
2023 Q2	$190K	Buy	3,685 +3,180	+630%	+$160K	0.08%	168
2023 Q1	$25.2K	Hold	505	–	–	0.01%	311
2022 Q4	$25K	Hold	505	–	–	0.01%	308
2022 Q3	$22K	Hold	505	–	–	0.01%	294
2022 Q2	$24K	Hold	505	–	–	0.01%	301
2022 Q1	$27K	Buy	+505	New	+$27K	0.01%	306

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Independence Bank of Kentucky's DGRO Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 401 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Independence Bank of Kentucky first reported a position in DGRO in Q1 2022 and has held it in 18 quarters since. The position peaked at $190K in Q2 2023. 1,102 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Independence Bank of Kentucky held 401 shares of iShares Core Dividend Growth ETF worth $30.4K as of Q2 2026.
Independence Bank of Kentucky left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #434 holding.
Independence Bank of Kentucky first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and has held it in 18 quarters since.
Independence Bank of Kentucky's iShares Core Dividend Growth ETF position peaked at $190K in Q2 2023.
1,102 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.