4WM
4J Wealth Management’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 | $2.48M | Sell |
38,778
-573
| -1% | -$36.6K | 1.67% | 16 |
|
|
2025
Q1 | $2.43M | Sell |
39,351
-131,609
| -77% | -$8.13M | 1.92% | 12 |
|
|
2024
Q4 | $10.5M | Buy |
170,960
+11,695
| +7% | +$717K | 8.49% | 2 |
|
|
2024
Q3 | $9.98M | Buy |
159,265
+579
| +0.4% | +$36.3K | 7.73% | 2 |
|
|
2024
Q2 | $9.14M | Sell |
158,686
-46,661
| -23% | -$2.69M | 7.56% | 2 |
|
|
2024
Q1 | $11.9M | Buy |
205,347
+770
| +0.4% | +$44.7K | 10.29% | 2 |
|
|
2023
Q4 | $11M | Buy |
204,577
+2,810
| +1% | +$151K | 10.06% | 2 |
|
|
2023
Q3 | $9.99M | Buy |
201,767
+30,578
| +18% | +$1.51M | 9.95% | 1 |
|
|
2023
Q2 | $8.82M | Buy |
171,189
+5,034
| +3% | +$259K | 8.56% | 1 |
|
|
2023
Q1 | $8.31M | Buy |
166,155
+160,913
| +3,070% | +$8.04M | 8.92% | 1 |
|
|
2022
Q4 | $262K | Buy |
+5,242
| New | +$262K | 0.3% | 63 |
|