Pinnacle Wealth Management Advisory Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
17,561
+340
+2% +$21.7K 0.09% 141
2025
Q1
$1.06M Sell
17,221
-464
-3% -$28.7K 0.1% 133
2024
Q4
$1.08M Buy
17,685
+400
+2% +$24.5K 0.1% 127
2024
Q3
$1.08M Sell
17,285
-174
-1% -$10.9K 0.1% 127
2024
Q2
$1.01M Buy
17,459
+3,465
+25% +$200K 0.1% 131
2024
Q1
$812K Buy
13,994
+1,017
+8% +$59K 0.09% 142
2023
Q4
$698K Buy
12,977
+127
+1% +$6.84K 0.08% 148
2023
Q3
$636K Buy
12,850
+150
+1% +$7.43K 0.08% 149
2023
Q2
$654K Sell
12,700
-185
-1% -$9.53K 0.08% 152
2023
Q1
$644K Sell
12,885
-2,499
-16% -$125K 0.09% 155
2022
Q4
$769K Buy
15,384
+5,575
+57% +$279K 0.12% 129
2022
Q3
$436K Buy
9,809
+4,376
+81% +$195K 0.07% 176
2022
Q2
$259K Buy
+5,433
New +$259K 0.04% 244