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

Kirtland Hills 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 Q1	$1.43M	Hold	19,607	–	–	0.45%	63
2025 Q4	$1.36M	Hold	19,607	–	–	0.48%	61
2025 Q3	$1.33M	Buy	19,607 +1,600	+9%	+$106K	0.53%	59
2025 Q2	$1.15M	Buy	18,007 +11,141	+162%	+$679K	0.53%	61
2025 Q1	$400K	Buy	+6,866	New	+$430K	0.24%	106

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kirtland Hills Capital Management's DGRO Position: Q1 2026 in Review

Kirtland Hills Capital Management held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 19,607 shares worth $1.43M. The position accounts for 0.45% of the portfolio, ranked #63.

Kirtland Hills Capital Management first reported a position in DGRO in Q1 2025 and has held it in 5 quarters since. 1,312 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Kirtland Hills Capital Management held 19,607 shares of iShares Core Dividend Growth ETF worth $1.43M as of Q1 2026.
Kirtland Hills Capital Management left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.45% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #63 holding.
Kirtland Hills Capital Management first reported a position in iShares Core Dividend Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,312 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.