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 Q3	$624K	Buy	8,277 +1,382	+20%	+$108K	0.01%	424
2026 Q2	$523K	Buy	6,895 +231	+3%	+$17K	0.01%	444
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 San Diego, California $468B AUM 17.69% 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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust's DGRO Position: Q3 2026 in Review

Midwest Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 20% in Q3 2026, buying an estimated $108K and bringing the position to 8,277 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #424.

Midwest Trust first reported a position in DGRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q2 2025. 861 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Midwest Trust held 8,277 shares of iShares Core Dividend Growth ETF worth $624K as of Q3 2026.
Midwest Trust bought 1,382 iShares Core Dividend Growth ETF shares in Q3 2026, an estimated $108K.
iShares Core Dividend Growth ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #424 holding.
Midwest Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Core Dividend Growth ETF position peaked at $1.16M in Q2 2025.
861 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.