Security National Bank’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-27
Closed -$1.9K 407
2026
Q1
$1.9K Buy
+27
New +$1.94K ﹤0.01% 379
2024
Q3
Sell
-146
Closed -$8.41K 285
2024
Q2
$8.41K Hold
146
﹤0.01% 259
2024
Q1
$8.48K Hold
146
﹤0.01% 249
2023
Q4
$7.86K Buy
+146
New +$7.4K ﹤0.01% 262

Other funds holding DGRO

Security National Bank's DGRO Position: Q2 2026 in Review

Security National Bank sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2026, closing a stake of 27 shares — an estimated $1.9K sold.

Security National Bank first reported a position in DGRO in Q4 2023 and held it in 4 quarters. The position peaked at $8.48K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Security National Bank reported no remaining iShares Core Dividend Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 27 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $1.9K.
  • Security National Bank first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and held it in 4 quarters.
  • Security National Bank's iShares Core Dividend Growth ETF position peaked at $8.48K in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.