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

Legacy 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
Q1 		$1.05M Hold
14,992
– – 0.2% 82
2025
Q4 		$1.04M Hold
14,992
– – 0.19% 85
2025
Q3 		$1.02M Hold
14,992
– – 0.2% 82
2025
Q2 		$959K Buy
14,992
+3,100
+26% +$189K 0.24% 73
2025
Q1 		$735K Buy
11,892
+6,500
+121% +$407K 0.18% 92
2024
Q4 		$331K Hold
5,392
– – 0.08% 125
2024
Q3 		$338K Buy
+5,392
New +$325K 0.08% 130

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Trust's DGRO Position: Q1 2026 in Review

Legacy Trust held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 14,992 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #82.

Legacy Trust first reported a position in DGRO in Q3 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Legacy Trust held 14,992 shares of iShares Core Dividend Growth ETF worth $1.05M as of Q1 2026.
  • Legacy Trust left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
  • iShares Core Dividend Growth ETF made up 0.2% of Legacy Trust's portfolio in Q1 2026, its #82 holding.
  • Legacy Trust first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.