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Southern Michigan Bank & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Southern Michigan Bank & 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 		$22.7K Hold
300
– – 0.01% 273
2026
Q1 		$21.1K Buy
+300
New +$21.5K 0.01% 272

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Southern Michigan Bank & Trust's DGRO Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 300 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #273.

Southern Michigan Bank & Trust first reported a position in DGRO in Q1 2026 and has held it in 2 quarters since. 1,298 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Southern Michigan Bank & Trust held 300 shares of iShares Core Dividend Growth ETF worth $22.7K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #273 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,298 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.