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

Pineridge 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
2025 Q3	$74.9K	Buy	1,100 +6	+0.5%	+$397	0.02%	90
2025 Q2	$69.9K	Sell	1,094 -12	-1%	-$732	0.03%	93
2025 Q1	$68.3K	Sell	1,106 -645	-37%	-$40.4K	0.03%	92
2024 Q4	$107K	Buy	1,751 +478	+38%	+$30.2K	0.04%	91
2024 Q3	$79.8K	Buy	1,273 +336	+36%	+$20.3K	0.03%	108
2024 Q2	$54K	Sell	937 -457	-33%	-$26.1K	0.02%	137
2024 Q1	$80.9K	Sell	1,394 -2	-0.1%	-$111	0.03%	104
2023 Q4	$75.1K	Buy	+1,396	New	+$70.8K	0.02%	131

Other funds holding DGRO

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pineridge Advisors's DGRO Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 0.55% in Q3 2025, buying an estimated $397 and bringing the position to 1,100 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #90.

Pineridge Advisors first reported a position in DGRO in Q4 2023 and has held it in 8 quarters since. The position peaked at $107K in Q4 2024. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Pineridge Advisors held 1,100 shares of iShares Core Dividend Growth ETF worth $74.9K as of Q3 2025.
Pineridge Advisors bought 6 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $397.
iShares Core Dividend Growth ETF made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #90 holding.
Pineridge Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core Dividend Growth ETF position peaked at $107K in Q4 2024.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.