PKS Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History

PKS Advisory Services’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 Q3	$900K	Hold	11,880	–	–	0.14%	143
2026 Q2	$900K	Sell	11,880 -5,640	-32%	-$416K	0.14%	144
2026 Q1	$1.23M	Buy	17,520 +1,022	+6%	+$73.3K	0.29%	73
2025 Q4	$1.15M	Buy	16,498 +5,379	+48%	+$370K	0.26%	77
2025 Q3	$757K	Buy	11,119 +661	+6%	+$43.7K	0.16%	114
2025 Q2	$669K	Sell	10,458 -567	-5%	-$34.6K	0.17%	123
2025 Q1	$681K	Sell	11,025 -504	-4%	-$31.6K	0.19%	110
2024 Q4	$707K	Buy	+11,529	New	+$727K	0.18%	109

Other funds holding DGRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PKS Advisory Services's DGRO Position: Q3 2026 in Review

PKS Advisory Services held its iShares Core Dividend Growth ETF (DGRO) position steady in Q3 2026 at 11,880 shares worth $900K. The position accounts for 0.14% of the portfolio, ranked #143.

PKS Advisory Services first reported a position in DGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 861 funds tracked by Wall St. Rank hold DGRO as of Q3 2026.

PKS Advisory Services held 11,880 shares of iShares Core Dividend Growth ETF worth $900K as of Q3 2026.
PKS Advisory Services left its iShares Core Dividend Growth ETF share count unchanged in Q3 2026.
iShares Core Dividend Growth ETF made up 0.14% of PKS Advisory Services's portfolio in Q3 2026, its #143 holding.
PKS Advisory Services first reported a position in iShares Core Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
PKS Advisory Services's iShares Core Dividend Growth ETF position peaked at $1.23M in Q1 2026.
861 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.