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

Midwest 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 		$468K Buy
6,664
+1,323
+25% +$94.9K 0.01% 449
2025
Q4 		$371K Sell
5,341
-5,784
-52% -$398K ﹤0.01% 467
2025
Q3 		$757K Sell
11,125
-6,980
-39% -$461K 0.01% 372
2025
Q2 		$1.16M Buy
+18,105
New +$1.1M 0.02% 326

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

Midwest Trust's DGRO Position: Q1 2026 in Review

Midwest Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q1 2026, buying an estimated $94.9K and bringing the position to 6,664 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #449.

Midwest Trust first reported a position in DGRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Midwest Trust held 6,664 shares of iShares Core Dividend Growth ETF worth $468K as of Q1 2026.
  • Midwest Trust bought 1,323 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $94.9K.
  • iShares Core Dividend Growth ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #449 holding.
  • Midwest Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares Core Dividend Growth ETF position peaked at $1.16M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.