SouthState Corp’s iShares Core Dividend Growth ETF DGRO Stock Holding History

SouthState Corp’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	$14.5M	Buy	191,180 +5,301	+3%	+$391K	0.6%	51
2026 Q1	$13M	Sell	185,879 -5,967	-3%	-$428K	0.61%	48
2025 Q4	$13.3M	Buy	191,846 +21,249	+12%	+$1.46M	0.6%	51
2025 Q3	$11.6M	Buy	170,597 +74,684	+78%	+$4.94M	0.54%	55
2025 Q2	$6.13M	Buy	95,913 +28,601	+42%	+$1.74M	0.27%	85
2025 Q1	$4.16M	Buy	67,312 +41,701	+163%	+$2.61M	0.19%	104
2024 Q4	$1.57M	Buy	25,611 +8,550	+50%	+$539K	0.1%	125
2024 Q3	$1.07M	Buy	17,061 +2,032	+14%	+$122K	0.07%	144
2024 Q2	$866K	Buy	15,029 +3,639	+32%	+$208K	0.06%	152
2024 Q1	$661K	Buy	11,390 +7,111	+166%	+$395K	0.05%	165
2023 Q4	$230K	Sell	4,279 -1,525	-26%	-$77.3K	0.02%	234
2023 Q3	$287K	Buy	5,804 +2,325	+67%	+$120K	0.03%	218
2023 Q2	$179K	Sell	3,479 -8,958	-72%	-$451K	0.02%	248
2023 Q1	$622K	Sell	12,437 -1,790	-13%	-$89.9K	0.06%	166
2022 Q4	$711K	Sell	14,227 -2,000	-12%	-$98.2K	0.07%	159
2022 Q3	$722K	Buy	16,227 +211	+1%	+$10.4K	0.07%	150
2022 Q2	$763K	Buy	16,016 +5,012	+46%	+$253K	0.07%	155
2022 Q1	$587K	Buy	11,004 +9,634	+703%	+$514K	0.05%	193
2021 Q4	$76K	Buy	1,370 +170	+14%	+$9.07K	0.01%	361
2021 Q3	$60K	Buy	+1,200	New	+$62.2K	0.01%	336

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

SouthState Corp's DGRO Position: Q2 2026 in Review

SouthState Corp increased its iShares Core Dividend Growth ETF (DGRO) stake by 2.9% in Q2 2026, buying an estimated $391K and bringing the position to 191,180 shares worth $14.5M. The position accounts for 0.6% of the portfolio, ranked #51.

SouthState Corp first reported a position in DGRO in Q3 2021 and has held it in 20 quarters since. 1,345 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

SouthState Corp held 191,180 shares of iShares Core Dividend Growth ETF worth $14.5M as of Q2 2026.
SouthState Corp bought 5,301 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $391K.
iShares Core Dividend Growth ETF made up 0.6% of SouthState Corp's portfolio in Q2 2026, its #51 holding.
SouthState Corp first reported a position in iShares Core Dividend Growth ETF in Q3 2021 and has held it in 20 quarters since.
1,345 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.