IWM
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IHT Wealth Management’s Dollar General DG Stock Holding History

IHT Wealth Management’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,401
Closed -$211K – 1163
2025
Q1 		$211K Sell
2,401
-1,582
-40% -$120K 0.01% 1008
2024
Q4 		$302K Buy
+3,983
New +$314K 0.01% 851
2023
Q2 		– Sell
-1,921
Closed -$404K – 981
2023
Q1 		$404K Sell
1,921
-153
-7% -$34.3K 0.02% 582
2022
Q4 		$511K Buy
2,074
+283
+16% +$70K 0.03% 490
2022
Q3 		$430K Buy
+1,791
New +$442K 0.03% 499
2022
Q1 		– Sell
-1,034
Closed -$244K – 791
2021
Q4 		$244K Buy
+1,034
New +$228K 0.02% 686
2018
Q2 		– Sell
-11
Closed -$1K – 639
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1578
2017
Q4 		$1K Buy
+11
New +$946 ﹤0.01% 1569
2017
Q3 		– Sell
-28
Closed – – 1461
2017
Q2 		$0 Hold
28
– – ﹤0.01% 1417
2017
Q1 		$2K Sell
28
-165
-85% -$12.1K ﹤0.01% 1069
2016
Q4 		$14K Buy
+193
New +$14.1K 0.01% 726

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return