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

UMB 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
2025 Q4	–	Sell	-854	Closed	-$58.1K	–	2296
2025 Q3	$58.1K	Sell	854 -2,688	-76%	-$178K	﹤0.01%	1096
2025 Q2	$226K	Hold	3,542	–	–	﹤0.01%	569
2025 Q1	$219K	Hold	3,542	–	–	﹤0.01%	558
2024 Q4	$217K	Sell	3,542 -2,291	-39%	-$145K	﹤0.01%	546
2024 Q3	$366K	Buy	5,833 +2,291	+65%	+$138K	0.01%	459
2024 Q2	$204K	Hold	3,542	–	–	﹤0.01%	558
2024 Q1	$206K	Hold	3,542	–	–	﹤0.01%	569
2023 Q4	$191K	Hold	3,542	–	–	﹤0.01%	590
2023 Q3	$175K	Hold	3,542	–	–	﹤0.01%	592
2023 Q2	$183K	Sell	3,542 -57	-2%	-$2.87K	﹤0.01%	593
2023 Q1	$180K	Sell	3,599 -19	-0.5%	-$954	﹤0.01%	589
2022 Q4	$181K	Hold	3,618	–	–	﹤0.01%	601
2022 Q3	$161K	Sell	3,618 -5	-0.1%	-$246	﹤0.01%	634
2022 Q2	$173K	Hold	3,623	–	–	﹤0.01%	652
2022 Q1	$193K	Buy	3,623 +81	+2%	+$4.33K	﹤0.01%	657
2021 Q4	$197K	Buy	+3,542	New	+$189K	﹤0.01%	666

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

UMB Bank's DGRO Position: Q4 2025 in Review

UMB Bank sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2025, closing a stake of 854 shares — an estimated $58.1K sold.

UMB Bank first reported a position in DGRO in Q4 2021 and held it in 16 quarters. The position peaked at $366K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold DGRO as of Q4 2025.

UMB Bank reported no remaining iShares Core Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 854 iShares Core Dividend Growth ETF shares in Q4 2025, an estimated $58.1K.
UMB Bank first reported a position in iShares Core Dividend Growth ETF in Q4 2021 and held it in 16 quarters.
UMB Bank's iShares Core Dividend Growth ETF position peaked at $366K in Q3 2024.
1,288 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.