Gallagher Fiduciary Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Gallagher Fiduciary Advisors’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	$12.4M	Buy	163,676 +5,729	+4%	+$423K	0.41%	26
2026 Q1	$11.1M	Buy	157,947 +16,459	+12%	+$1.18M	0.43%	17
2025 Q4	$9.82M	Buy	141,488 +263	+0.2%	+$18.1K	0.32%	24
2025 Q3	$9.61M	Sell	141,225 -1,596	-1%	-$105K	0.35%	23
2025 Q2	$9.13M	Sell	142,821 -36,349	-20%	-$2.22M	0.35%	19
2025 Q1	$11.1M	Sell	179,170 -813	-0.5%	-$50.9K	0.36%	25
2024 Q4	$11M	Sell	179,983 -20,658	-10%	-$1.3M	2.16%	14
2024 Q3	$12.6M	Sell	200,641 -28,519	-12%	-$1.72M	2.55%	12
2024 Q2	$13.2M	Sell	229,160 -41,546	-15%	-$2.37M	2.96%	12
2024 Q1	$15.7M	Sell	270,706 -5,187	-2%	-$288K	0.56%	17
2023 Q4	$14.8M	Sell	275,893 -119,088	-30%	-$6.04M	0.51%	18
2023 Q3	$19.6M	Buy	394,981 +1,965	+0.5%	+$102K	1.72%	12
2023 Q2	$20.3M	Buy	393,016 +6,375	+2%	+$321K	1.54%	11
2023 Q1	$19.3M	Buy	+386,641	New	+$19.4M	1.6%	11

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

Gallagher Fiduciary Advisors's DGRO Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 3.6% in Q2 2026, buying an estimated $423K and bringing the position to 163,676 shares worth $12.4M. The position accounts for 0.41% of the portfolio, ranked #26.

Gallagher Fiduciary Advisors first reported a position in DGRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.3M in Q2 2023. 1,350 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Gallagher Fiduciary Advisors held 163,676 shares of iShares Core Dividend Growth ETF worth $12.4M as of Q2 2026.
Gallagher Fiduciary Advisors bought 5,729 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $423K.
iShares Core Dividend Growth ETF made up 0.41% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #26 holding.
Gallagher Fiduciary Advisors first reported a position in iShares Core Dividend Growth ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares Core Dividend Growth ETF position peaked at $20.3M in Q2 2023.
1,350 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.