Allred Capital Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Allred Capital Management’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	$700K	Buy	9,242 +3,134	+51%	+$231K	0.23%	87
2026 Q1	$429K	Buy	6,108 +1,062	+21%	+$76.1K	0.16%	114
2025 Q4	$350K	Buy	5,046 +1,189	+31%	+$81.8K	0.13%	122
2025 Q3	$263K	Buy	+3,857	New	+$255K	0.09%	153
2020 Q1	–	Sell	-1,565	Closed	-$65.8K	–	277
2019 Q4	$65.8K	Buy	+1,565	New	+$63.3K	0.04%	287

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

Allred Capital Management's DGRO Position: Q2 2026 in Review

Allred Capital Management increased its iShares Core Dividend Growth ETF (DGRO) stake by 51% in Q2 2026, buying an estimated $231K and bringing the position to 9,242 shares worth $700K. The position accounts for 0.23% of the portfolio, ranked #87.

Allred Capital Management first reported a position in DGRO in Q4 2019 and has held it in 5 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Allred Capital Management held 9,242 shares of iShares Core Dividend Growth ETF worth $700K as of Q2 2026.
Allred Capital Management bought 3,134 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $231K.
iShares Core Dividend Growth ETF made up 0.23% of Allred Capital Management's portfolio in Q2 2026, its #87 holding.
Allred Capital Management first reported a position in iShares Core Dividend Growth ETF in Q4 2019 and has held it in 5 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.