Moody National Bank Trust Division’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Moody National Bank Trust Division’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	$257K	Hold	3,404	–	–	0.02%	447
2026 Q2	$258K	Hold	3,404	–	–	0.02%	447
2026 Q1	$239K	Hold	3,404	–	–	0.02%	456
2025 Q4	$236K	Hold	3,404	–	–	0.02%	455
2025 Q3	$232K	Hold	3,404	–	–	0.02%	458
2025 Q2	$218K	Hold	3,404	–	–	0.02%	462
2025 Q1	$210K	Hold	3,404	–	–	0.02%	466
2024 Q4	$209K	Hold	3,404	–	–	0.02%	460
2024 Q3	$213K	Buy	+3,404	New	+$205K	0.02%	446

Other funds holding DGRO

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Moody National Bank Trust Division's DGRO Position: Q3 2026 in Review

Moody National Bank Trust Division held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 3,404 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #447.

Moody National Bank Trust Division first reported a position in DGRO in Q3 2024 and has held it in 9 quarters since. The position peaked at $258K in Q2 2026. 60 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

Moody National Bank Trust Division held 3,404 shares of iShares Core Dividend Growth ETF worth $257K as of Q3 2026.
Moody National Bank Trust Division left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #447 holding.
Moody National Bank Trust Division first reported a position in iShares Core Dividend Growth ETF in Q3 2024 and has held it in 9 quarters since.
Moody National Bank Trust Division's iShares Core Dividend Growth ETF position peaked at $258K in Q2 2026.
60 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.