Cornell Pochily Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Cornell Pochily Investment 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 Q2	$5.9M	Sell	77,902 -11,749	-13%	-$867K	1.59%	13
2026 Q1	$6.29M	Buy	89,651 +1,917	+2%	+$137K	1.85%	10
2025 Q4	$6.09M	Buy	87,734 +2,472	+3%	+$170K	1.77%	9
2025 Q3	$5.8M	Buy	85,262 +3,632	+4%	+$240K	1.73%	10
2025 Q2	$5.22M	Buy	81,630 +3,622	+5%	+$221K	1.71%	11
2025 Q1	$4.82M	Buy	78,008 +1,980	+3%	+$124K	1.69%	11
2024 Q4	$4.66M	Buy	76,028 +2,066	+3%	+$130K	1.63%	15
2024 Q3	$4.64M	Buy	73,962 +5,254	+8%	+$317K	1.61%	14
2024 Q2	$3.96M	Buy	68,708 +3,205	+5%	+$183K	1.51%	15
2024 Q1	$3.8M	Sell	65,503 -5,554	-8%	-$308K	1.51%	15
2023 Q4	$3.82M	Sell	71,057 -752	-1%	-$38.1K	1.58%	14
2023 Q3	$3.56M	Buy	71,809 +4,451	+7%	+$230K	1.55%	15
2023 Q2	$3.47M	Sell	67,358 -627	-0.9%	-$31.5K	1.43%	18
2023 Q1	$3.4M	Buy	67,985 +1,640	+2%	+$82.3K	1.46%	15
2022 Q4	$3.32M	Buy	66,345 +1,723	+3%	+$84.6K	1.48%	15
2022 Q3	$2.87M	Buy	64,622 +1,375	+2%	+$67.7K	1.26%	20
2022 Q2	$3.01M	Buy	63,247 +556	+0.9%	+$28K	1.34%	19
2022 Q1	$3.35M	Buy	62,691 +62,635	+111,848%	+$3.34M	1.3%	20
2021 Q4	$3.11M	Sell	56 -47,199	-100%	-$2.52M	1.21%	20
2021 Q3	$2.37M	Buy	47,255 +369	+0.8%	+$19.1K	1.03%	28
2021 Q2	$2.36M	Buy	46,886 +1,037	+2%	+$52K	1.04%	28
2021 Q1	$2.21M	Buy	45,849 +762	+2%	+$35.2K	1.06%	29
2020 Q4	$2.02M	Sell	45,087 -440	-1%	-$18.7K	0.97%	28
2020 Q3	$1.81M	Sell	45,527 -1,055	-2%	-$41.9K	1.04%	27
2020 Q2	$1.75M	Sell	46,582 -1,715	-4%	-$62.4K	1.09%	24
2020 Q1	$1.57M	Sell	48,297 -7,486	-13%	-$293K	1.17%	21
2019 Q4	$2.84M	Buy	55,783 +9,241	+20%	+$374K	1.69%	15
2019 Q3	$1.82M	Buy	46,542 +2,744	+6%	+$106K	1.16%	21
2019 Q2	$1.67K	Buy	43,798 +11,503	+36%	+$431K	0.42%	31
2019 Q1	$1.19M	Buy	32,295 +4,739	+17%	+$169K	0.81%	38
2018 Q4	$914K	Buy	27,556 +8,030	+41%	+$282K	0.59%	48
2018 Q3	$723K	Buy	19,526 +790	+4%	+$28.7K	0.49%	59
2018 Q2	$642K	Buy	18,736 +3,129	+20%	+$108K	0.44%	64
2018 Q1	$529K	Buy	15,607 +830	+6%	+$29.3K	0.37%	75
2017 Q4	$513K	Buy	+14,777	New	+$499K	0.33%	83

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

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

Cornell Pochily Investment Advisors's DGRO Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its iShares Core Dividend Growth ETF (DGRO) stake by 13% in Q2 2026, selling an estimated $867K and leaving 77,902 shares worth $5.9M. The position accounts for 1.59% of the portfolio, ranked #13.

Cornell Pochily Investment Advisors first reported a position in DGRO in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.29M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Cornell Pochily Investment Advisors held 77,902 shares of iShares Core Dividend Growth ETF worth $5.9M as of Q2 2026.
Cornell Pochily Investment Advisors sold 11,749 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $867K.
iShares Core Dividend Growth ETF made up 1.59% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #13 holding.
Cornell Pochily Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2017 and has held it in 35 quarters since.
Cornell Pochily Investment Advisors's iShares Core Dividend Growth ETF position peaked at $6.29M in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.