Indiana Trust & Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Indiana Trust & Investment Management’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	$14K	Hold	185	–	–	﹤0.01%	391
2026 Q1	$13K	Hold	185	–	–	﹤0.01%	395
2025 Q4	$12.8K	Hold	185	–	–	﹤0.01%	391
2025 Q3	$12.6K	Buy	+185	New	+$12.2K	﹤0.01%	382
2025 Q2	–	Sell	-308	Closed	-$19K	–	487
2025 Q1	$19K	Hold	308	–	–	0.01%	345
2024 Q4	$18.9K	Hold	308	–	–	0.01%	347
2024 Q3	$19.3K	Hold	308	–	–	0.01%	360
2024 Q2	$17.7K	Buy	+308	New	+$17.6K	0.01%	346

Other funds holding DGRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Indiana Trust & Investment Management's DGRO Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 185 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Indiana Trust & Investment Management first reported a position in DGRO in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.3K in Q3 2024. 750 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Indiana Trust & Investment Management held 185 shares of iShares Core Dividend Growth ETF worth $14K as of Q2 2026.
Indiana Trust & Investment Management left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #391 holding.
Indiana Trust & Investment Management first reported a position in iShares Core Dividend Growth ETF in Q2 2024 and has held it in 8 quarters since.
Indiana Trust & Investment Management's iShares Core Dividend Growth ETF position peaked at $19.3K in Q3 2024.
750 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.