Wilmington Savings Fund Society’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Wilmington Savings Fund Society’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	$356K	Hold	4,697	–	–	0.01%	486
2026 Q1	$330K	Buy	4,697 +3,885	+478%	+$279K	0.01%	498
2025 Q4	$56.4K	Buy	812 +262	+48%	+$18K	﹤0.01%	866
2025 Q3	$37.4K	Sell	550 -3,885	-88%	-$257K	﹤0.01%	944
2025 Q2	$284K	Sell	4,435 -1,554	-26%	-$94.8K	0.01%	717
2025 Q1	$370K	Sell	5,989 -188	-3%	-$11.8K	0.01%	645
2024 Q4	$379K	Buy	6,177 +188	+3%	+$11.9K	0.01%	651
2024 Q3	$375K	Buy	+5,989	New	+$361K	0.01%	647
2021 Q3	–	Sell	-5,595	Closed	-$282K	–	397
2021 Q2	$282K	Sell	5,595 -620	-10%	-$31.1K	0.01%	338
2021 Q1	$300K	Buy	+6,215	New	+$287K	0.01%	325
2020 Q2	–	Sell	-11,525	Closed	-$376K	–	353
2020 Q1	$376K	Sell	11,525 -2,627	-19%	-$103K	0.02%	277
2019 Q4	$595K	Hold	14,152	–	–	0.03%	234
2019 Q3	$554K	Buy	14,152 +2,000	+16%	+$77K	0.03%	234
2019 Q2	$464K	Buy	12,152 +2,627	+28%	+$98.5K	0.03%	265
2019 Q1	$350K	Hold	9,525	–	–	0.02%	285
2018 Q4	$316K	Hold	9,525	–	–	0.02%	291
2018 Q3	$353K	Hold	9,525	–	–	0.02%	289
2018 Q2	$327K	Buy	+9,525	New	+$328K	0.02%	290

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

Wilmington Savings Fund Society's DGRO Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Core Dividend Growth ETF (DGRO) position steady in Q2 2026 at 4,697 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #486.

Wilmington Savings Fund Society first reported a position in DGRO in Q2 2018 and has held it in 18 quarters since. The position peaked at $595K in Q4 2019. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Wilmington Savings Fund Society held 4,697 shares of iShares Core Dividend Growth ETF worth $356K as of Q2 2026.
Wilmington Savings Fund Society left its iShares Core Dividend Growth ETF share count unchanged in Q2 2026.
iShares Core Dividend Growth ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #486 holding.
Wilmington Savings Fund Society first reported a position in iShares Core Dividend Growth ETF in Q2 2018 and has held it in 18 quarters since.
Wilmington Savings Fund Society's iShares Core Dividend Growth ETF position peaked at $595K in Q4 2019.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.