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 Q3	$1.06M	Sell	13,089 -1,903	-13%	-$149K	0.18%	92
2026 Q2	$1.14M	Hold	14,992	–	–	0.2%	81
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Legacy Trust's DGRO Position: Q3 2026 in Review

Legacy Trust reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q3 2026, selling an estimated $149K and leaving 13,089 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #92.

Legacy Trust first reported a position in DGRO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2026. 914 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Legacy Trust held 13,089 shares of iShares Core Dividend Growth ETF worth $1.06M as of Q3 2026.
Legacy Trust sold 1,903 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $149K.
iShares Core Dividend Growth ETF made up 0.18% of Legacy Trust's portfolio in Q3 2026, its #92 holding.
Legacy Trust first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 9 quarters since.
Legacy Trust's iShares Core Dividend Growth ETF position peaked at $1.14M in Q2 2026.
914 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.