Gallagher Fiduciary Advisors, LLC DGRO — ISHARES TR

Ownership history in Gallagher Fiduciary Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Gallagher Fiduciary Advisors, LLC reported ISHARES TR (DGRO) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.96% in 2024 Q2. The latest visible filing shows DGRO at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gallagher Fiduciary Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGRO was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGRO stock page Gallagher Fiduciary Advisors, LLC fund profile Gallagher Fiduciary Advisors, LLC full holdings
How Gallagher Fiduciary Advisors, LLC held DGRO — position size vs. price
% of Fund (quarterly)    DGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 157,947 +16,459 +11.6% 0.43% $11.1M 2026-05-15 $73.04
2025 Q4 ADDED — — — 141,488 +263 +0.2% 0.32% $9.8M 2026-02-17 $72.84
2025 Q3 REDUCED — — — 141,225 -1,596 -1.1% 0.35% $9.6M 2025-11-14 $67.38
2025 Q2 REDUCED 20.3% +6.5% ❌ 142,821 -36,349 -20.3% 0.35% $9.1M 2025-08-14 $64.86
2025 Q1 REDUCED — — — 179,170 -813 -0.5% 0.36% $11.1M 2025-05-15 $60.64
2024 Q4 REDUCED 10.3% +1.2% ❌ 179,983 -20,658 -10.3% 2.16% $11.0M 2025-02-14 $61.86
2024 Q3 REDUCED 12.4% -1.7% ✅ 200,641 -28,519 -12.4% 2.55% $12.6M 2024-11-14 $61.07
2024 Q2 REDUCED 15.3% +9.5% ❌ 229,160 -41,546 -15.3% 2.96% $13.2M 2024-08-14 $57.18
2024 Q1 REDUCED — — — 270,706 -5,187 -1.9% 0.56% $15.7M 2024-05-15 $55.66
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGRO

As of 2026 Q1 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 18.56% Adirondack Capital Advisors, LLC 17.13% truNorth Financial Services, Inc. 16.48% Altus Wealth Management, LLC 3Y 13.78% 46 Peaks LLC 13.77% Gratus Wealth Advisors, LLC 12.36% Alliance Wealth Advisors, LLC 3Y 11.97% SVRN Asset Management, LLC 11.74% Objectivity Squared, LLC 11.33% Silver Coast Investments LLC 10.07%

FAQ About Gallagher Fiduciary Advisors, LLC and DGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gallagher Fiduciary Advisors, LLC reported owning DGRO?

Gallagher Fiduciary Advisors, LLC reported DGRO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DGRO position in Gallagher Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for DGRO was 2.96% in 2024 Q2.

What is the latest reported DGRO position on this page?

The most recent filing on this page is 2026 Q1, when Gallagher Fiduciary Advisors, LLC reported 157,947 shares, equal to 0.43% of portfolio, with an estimated market value of $11.1M.

What does the chart on this DGRO ownership page compare?

The chart compares Gallagher Fiduciary Advisors, LLC's quarterly DGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gallagher Fiduciary Advisors, LLC time their DGRO position?

Based on 13F filing dates vs. subsequent DGRO price moves, Gallagher Fiduciary Advisors, LLC correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on DGRO relative to SPY over the holding period was -5.3%.

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