Old Point Trust & Financial Services N A’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Old Point Trust & Financial Services N A’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
2025 Q4	–	Sell	-750	Closed	-$51.1K	–	332
2025 Q3	$51.1K	Hold	750	–	–	0.02%	184
2025 Q2	$48K	Hold	750	–	–	0.02%	183
2025 Q1	$46.3K	Hold	750	–	–	0.02%	195
2024 Q4	$46K	Buy	+750	New	+$47.3K	0.02%	187

Other funds holding DGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Old Point Trust & Financial Services N A's DGRO Position: Q4 2025 in Review

Old Point Trust & Financial Services N A sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 750 shares — an estimated $51.1K sold.

Old Point Trust & Financial Services N A first reported a position in DGRO in Q4 2024 and held it in 4 quarters. The position peaked at $51.1K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

Old Point Trust & Financial Services N A reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 750 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $51.1K.
Old Point Trust & Financial Services N A first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and held it in 4 quarters.
Old Point Trust & Financial Services N A's iShares Core Dividend Growth ETF position peaked at $51.1K in Q3 2025.
1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2025, filed 26 Jan 2026.