Leavell Investment Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Leavell 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	$1.18M	Sell	15,635 -180	-1%	-$13.3K	0.04%	302
2026 Q1	$1.11M	Sell	15,815 -450	-3%	-$32.3K	0.05%	294
2025 Q4	$1.13M	Buy	16,265 +325	+2%	+$22.3K	0.05%	287
2025 Q3	$1.09M	Sell	15,940 -1,000	-6%	-$66.1K	0.05%	292
2025 Q2	$1.08M	Hold	16,940	–	–	0.05%	289
2025 Q1	$1.05M	Hold	16,940	–	–	0.05%	279
2024 Q4	$1.04M	Sell	16,940 -6,000	-26%	-$379K	0.05%	275
2024 Q3	$1.44M	Hold	22,940	–	–	0.07%	240
2024 Q2	$1.32M	Hold	22,940	–	–	0.07%	230
2024 Q1	$1.33M	Sell	22,940 -230	-1%	-$12.8K	0.08%	228
2023 Q4	$1.25M	Sell	23,170 -250	-1%	-$12.7K	0.08%	227
2023 Q3	$1.17M	Buy	23,420 +135	+0.6%	+$6.99K	0.08%	217
2023 Q2	$1.2M	Sell	23,285 -1,550	-6%	-$78K	0.08%	224
2023 Q1	$1.24M	Buy	+24,835	New	+$1.25M	0.09%	212

Other funds holding DGRO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Leavell Investment Management's DGRO Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Core Dividend Growth ETF (DGRO) stake by 1.1% in Q2 2026, selling an estimated $13.3K and leaving 15,635 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #302.

Leavell Investment Management first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Leavell Investment Management held 15,635 shares of iShares Core Dividend Growth ETF worth $1.18M as of Q2 2026.
Leavell Investment Management sold 180 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $13.3K.
iShares Core Dividend Growth ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #302 holding.
Leavell Investment Management first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
Leavell Investment Management's iShares Core Dividend Growth ETF position peaked at $1.44M in Q3 2024.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.