AO
Advisor OS’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 | $252K | Buy |
+3,946
| New | +$252K | 0.02% | 387 |
|
|
2024
Q1 | – | Sell |
-4,176
| Closed | -$225K | – | 390 |
|
|
2023
Q4 | $225K | Buy |
+4,176
| New | +$225K | 0.03% | 305 |
|
|
2023
Q3 | – | Sell |
-3,996
| Closed | -$206K | – | 293 |
|
|
2023
Q2 | $206K | Buy |
+3,996
| New | +$206K | 0.03% | 284 |
|