1WA
180 Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
43,853
-9,028
| -17% | -$577K | 0.39% | 62 |
|
|
2025
Q1 | $3.26M | Sell |
52,881
-4,515
| -8% | -$278K | 0.52% | 44 |
|
|
2024
Q4 | $3.52M | Sell |
57,396
-4,467
| -7% | -$274K | 0.55% | 40 |
|
|
2024
Q3 | $3.88M | Sell |
61,863
-7,044
| -10% | -$442K | 0.61% | 35 |
|
|
2024
Q2 | $4.04M | Sell |
68,907
-4,767
| -6% | -$280K | 0.66% | 34 |
|
|
2024
Q1 | $4.28M | Sell |
73,674
-5,462
| -7% | -$317K | 0.77% | 26 |
|
|
2023
Q4 | $4.27M | Sell |
79,136
-4,514
| -5% | -$244K | 0.85% | 23 |
|
|
2023
Q3 | $4.14M | Sell |
83,650
-3,786
| -4% | -$188K | 0.93% | 20 |
|
|
2023
Q2 | $4.51M | Sell |
87,436
-2,824
| -3% | -$146K | 0.99% | 16 |
|
|
2023
Q1 | $4.51M | Sell |
90,260
-1,650
| -2% | -$82.5K | 1.05% | 15 |
|
|
2022
Q4 | $4.71M | Sell |
91,910
-1,491
| -2% | -$76.4K | 1.11% | 13 |
|
|
2022
Q3 | $4.15M | Sell |
93,401
-3,030
| -3% | -$135K | 1.14% | 11 |
|
|
2022
Q2 | $4.63M | Sell |
96,431
-1,491
| -2% | -$71.7K | 1.18% | 10 |
|
|
2022
Q1 | $5.21M | Sell |
97,922
-1,631
| -2% | -$86.8K | 1.14% | 13 |
|
|
2021
Q4 | $5.27M | Sell |
99,553
-2,559
| -3% | -$135K | 1.18% | 9 |
|
|
2021
Q3 | $5.32M | Sell |
102,112
-2,424
| -2% | -$126K | 1.17% | 9 |
|
|
2021
Q2 | $5.47M | Sell |
104,536
-1,984
| -2% | -$104K | 1.25% | 11 |
|
|
2021
Q1 | $5.4M | Sell |
106,520
-6,091
| -5% | -$308K | 1.34% | 9 |
|
|
2020
Q4 | $5.15M | Sell |
112,611
-4,779
| -4% | -$218K | 1.48% | 6 |
|
|
2020
Q3 | $4.81M | Sell |
117,390
-3,102
| -3% | -$127K | 1.8% | 7 |
|
|
2020
Q2 | $4.7M | Sell |
120,492
-12,130
| -9% | -$473K | 1.87% | 7 |
|
|
2020
Q1 | $4.25M | Buy |
132,622
+6,381
| +5% | +$204K | 2.21% | 6 |
|
|
2019
Q4 | $5.35M | Sell |
126,241
-1,499
| -1% | -$63.5K | 2.13% | 5 |
|
|
2019
Q3 | $4.97M | Buy |
127,740
+6,539
| +5% | +$255K | 2.2% | 6 |
|
|
2019
Q2 | $4.64M | Buy |
121,201
+2,456
| +2% | +$94.1K | 2.09% | 6 |
|
|
2019
Q1 | $4.44M | Buy |
118,745
+22,935
| +24% | +$858K | 2.02% | 7 |
|
|
2018
Q4 | $3.55M | Sell |
95,810
-1,300
| -1% | -$48.2K | 1.66% | 6 |
|
|
2018
Q3 | $3.6M | Buy |
97,110
+5,855
| +6% | +$217K | 1.66% | 6 |
|
|
2018
Q2 | $3.13M | Buy |
91,255
+10,898
| +14% | +$374K | 1.55% | 7 |
|
|
2018
Q1 | $2.73M | Buy |
80,357
+29,138
| +57% | +$989K | 1.42% | 10 |
|
|
2017
Q4 | $1.78M | Buy |
+51,219
| New | +$1.78M | 0.91% | 25 |
|