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

Pinnacle Wealth 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
2021 Q2	$617K	Buy	+12,249	New	+$615K	0.03%	253

Other funds holding DGRO

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Pinnacle Wealth Advisors's DGRO Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2021: 12,249 shares worth $617K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

644 funds tracked by Wall St. Rank hold DGRO as of Q2 2021.

Pinnacle Wealth Advisors held 12,249 shares of iShares Core Dividend Growth ETF worth $617K as of Q2 2021.
iShares Core Dividend Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Core Dividend Growth ETF made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #253 holding.
644 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.