IFG Advisory’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57K Buy
+13
New +$1.35K ﹤0.01% 2150
2025
Q3
Sell
-2,888
Closed -$286K 776
2025
Q2
$286K Buy
+2,888
New +$249K 0.01% 623

Other funds holding DLTR

IFG Advisory's DLTR Position: Q2 2026 in Review

IFG Advisory opened a new position in Dollar Tree (DLTR) in Q2 2026: 13 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #2150 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DLTR as recently as Q2 2025.

IFG Advisory first reported a position in DLTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $286K in Q2 2025. 865 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • IFG Advisory held 13 shares of Dollar Tree worth $1.57K as of Q2 2026.
  • Dollar Tree was a new IFG Advisory position in Q2 2026.
  • Dollar Tree made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2150 holding.
  • IFG Advisory first reported a position in Dollar Tree in Q2 2025 and has held it in 2 quarters since.
  • IFG Advisory's Dollar Tree position peaked at $286K in Q2 2025.
  • 865 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.