AFAS
Acorn Financial Advisory Services’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 | $878K | Sell |
13,728
-656
| -5% | -$41.9K | 0.14% | 72 |
|
|
2025
Q1 | $889K | Sell |
14,384
-1,329
| -8% | -$82.1K | 0.16% | 73 |
|
|
2024
Q4 | $964K | Buy |
15,713
+138
| +0.9% | +$8.47K | 0.16% | 71 |
|
|
2024
Q3 | $976K | Buy |
15,575
+508
| +3% | +$31.8K | 0.17% | 66 |
|
|
2024
Q2 | $868K | Sell |
15,067
-597
| -4% | -$34.4K | 0.16% | 72 |
|
|
2024
Q1 | $909K | Sell |
15,664
-308
| -2% | -$17.9K | 0.17% | 74 |
|
|
2023
Q4 | $860K | Buy |
15,972
+274
| +2% | +$14.7K | 0.15% | 102 |
|
|
2023
Q3 | $778K | Buy |
15,698
+328
| +2% | +$16.2K | 0.14% | 107 |
|
|
2023
Q2 | $792K | Sell |
15,370
-181
| -1% | -$9.33K | 0.14% | 104 |
|
|
2023
Q1 | $777K | Buy |
15,551
+1,709
| +12% | +$85.4K | 0.15% | 98 |
|
|
2022
Q4 | $692K | Sell |
13,842
-1,134
| -8% | -$56.7K | 0.15% | 96 |
|
|
2022
Q3 | $666K | Buy |
14,976
+1,058
| +8% | +$47.1K | 0.16% | 101 |
|
|
2022
Q2 | $663K | Buy |
13,918
+5,238
| +60% | +$250K | 0.16% | 91 |
|
|
2022
Q1 | $464K | Buy |
8,680
+831
| +11% | +$44.4K | 0.09% | 142 |
|
|
2021
Q4 | $436K | Buy |
7,849
+2,004
| +34% | +$111K | 0.09% | 150 |
|
|
2021
Q3 | $294K | Sell |
5,845
-490
| -8% | -$24.6K | 0.09% | 178 |
|
|
2021
Q2 | $319K | Buy |
+6,335
| New | +$319K | 0.09% | 190 |
|