Pallas Capital Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Pallas Capital 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 Q1	$1.44M	Buy	20,556 +1	+0%	+$72	0.05%	253
2025 Q4	$1.43M	Buy	20,555 +9,241	+82%	+$635K	0.05%	283
2025 Q3	$770K	Sell	11,314 -70	-0.6%	-$4.63K	0.03%	403
2025 Q2	$728K	Sell	11,384 -378	-3%	-$23K	0.03%	401
2025 Q1	$727K	Buy	11,762 +187	+2%	+$11.7K	0.03%	371
2024 Q4	$710K	Sell	11,575 -288	-2%	-$18.2K	0.03%	302
2024 Q3	$746K	Sell	11,863 -728	-6%	-$43.9K	0.03%	275
2024 Q2	$752K	Sell	12,591 -72	-0.6%	-$4.11K	0.03%	241
2024 Q1	$735K	Sell	12,663 -92	-0.7%	-$5.11K	0.03%	234
2023 Q4	$687K	Buy	+12,755	New	+$647K	0.04%	232

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 22.94% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

Pallas Capital Advisors's DGRO Position: Q1 2026 in Review

Pallas Capital Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0% in Q1 2026, buying an estimated $72 and bringing the position to 20,556 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #253.

Pallas Capital Advisors first reported a position in DGRO in Q4 2023 and has held it in 10 quarters since. 1,311 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Pallas Capital Advisors held 20,556 shares of iShares Core Dividend Growth ETF worth $1.44M as of Q1 2026.
Pallas Capital Advisors bought 1 iShares Core Dividend Growth ETF share in Q1 2026, an estimated $72.
iShares Core Dividend Growth ETF made up 0.05% of Pallas Capital Advisors's portfolio in Q1 2026, its #253 holding.
Pallas Capital Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,311 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.