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 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 $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

Midwest Trust's DGRO Position: Q2 2026 in Review

Midwest Trust increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.5% in Q2 2026, buying an estimated $17K and bringing the position to 6,895 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #444.

Midwest Trust first reported a position in DGRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Midwest Trust held 6,895 shares of iShares Core Dividend Growth ETF worth $523K as of Q2 2026.
Midwest Trust bought 231 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $17K.
iShares Core Dividend Growth ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #444 holding.
Midwest Trust first reported a position in iShares Core Dividend Growth ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares Core Dividend Growth ETF position peaked at $1.16M in Q2 2025.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.