Morton Community Bank’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Morton Community Bank’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	$22.8M	Buy	300,284 +7,875	+3%	+$581K	4.64%	1
2026 Q1	$20.5M	Buy	292,409 +2,629	+0.9%	+$188K	4.46%	1
2025 Q4	$20.8M	Buy	289,780 +11,305	+4%	+$777K	4.5%	1
2025 Q3	$19M	Sell	278,475 -4,417	-2%	-$292K	4.39%	1
2025 Q2	$18.1M	Buy	282,892 +11,709	+4%	+$714K	4.5%	1
2025 Q1	$16.8M	Buy	271,183 +4,918	+2%	+$308K	4.39%	2
2024 Q4	$16.3M	Buy	266,265 +5,694	+2%	+$359K	4.31%	1
2024 Q3	$16.3M	Buy	260,571 +923	+0.4%	+$55.6K	4.27%	1
2024 Q2	$15M	Buy	259,648 +9,022	+4%	+$515K	4.22%	1
2024 Q1	$14.6M	Buy	250,626 +10,680	+4%	+$593K	4.19%	2
2023 Q4	$12.9M	Buy	+239,946	New	+$12.2M	4.22%	2

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

Morton Community Bank's DGRO Position: Q2 2026 in Review

Morton Community Bank increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.7% in Q2 2026, buying an estimated $581K and bringing the position to 300,284 shares worth $22.8M. The position accounts for 4.64% of the portfolio, ranked #1.

Morton Community Bank first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Morton Community Bank held 300,284 shares of iShares Core Dividend Growth ETF worth $22.8M as of Q2 2026.
Morton Community Bank bought 7,875 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $581K.
iShares Core Dividend Growth ETF made up 4.64% of Morton Community Bank's portfolio in Q2 2026, its #1 holding.
Morton Community Bank first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.