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

Pinnacle Wealth Management Advisory Group’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	$1.45M	Buy	19,084 +1,643	+9%	+$121K	0.09%	154
2026 Q1	$1.22M	Buy	17,441 +185	+1%	+$13.3K	0.08%	159
2025 Q4	$1.2M	Sell	17,256 -308	-2%	-$21.2K	0.08%	153
2025 Q3	$1.2M	Buy	17,564 +3	+0%	+$198	0.09%	142
2025 Q2	$1.12M	Buy	17,561 +340	+2%	+$20.7K	0.09%	141
2025 Q1	$1.06M	Sell	17,221 -464	-3%	-$29.1K	0.1%	133
2024 Q4	$1.08M	Buy	17,685 +400	+2%	+$25.2K	0.1%	127
2024 Q3	$1.08M	Sell	17,285 -174	-1%	-$10.5K	0.1%	127
2024 Q2	$1.01M	Buy	17,459 +3,465	+25%	+$198K	0.1%	131
2024 Q1	$812K	Buy	13,994 +1,017	+8%	+$56.5K	0.09%	142
2023 Q4	$698K	Buy	12,977 +127	+1%	+$6.44K	0.08%	148
2023 Q3	$636K	Buy	12,850 +150	+1%	+$7.77K	0.08%	149
2023 Q2	$654K	Sell	12,700 -185	-1%	-$9.3K	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%	+$274K	0.12%	129
2022 Q3	$436K	Buy	9,809 +4,376	+81%	+$215K	0.07%	176
2022 Q2	$259K	Buy	+5,433	New	+$274K	0.04%	244

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

Pinnacle Wealth Management Advisory Group's DGRO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares Core Dividend Growth ETF (DGRO) stake by 9.4% in Q2 2026, buying an estimated $121K and bringing the position to 19,084 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #154.

Pinnacle Wealth Management Advisory Group first reported a position in DGRO in Q2 2022 and has held it in 17 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 19,084 shares of iShares Core Dividend Growth ETF worth $1.45M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,643 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $121K.
iShares Core Dividend Growth ETF made up 0.09% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #154 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Core Dividend Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.