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Ishares Tr core div grwth shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.7M 78k 47.63
2022-03-31 $3.7M 70k 53.42
2021-12-31 $3.5M 64k 55.57

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
BlackRock
Raymond James Financial Services Advisors
Envestnet Asset Management
FMR
Pnc Financial Services
Ameriprise Financial
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Ishares Tr core div grwth