Altus Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
427,854
+3,599
| +0.8% | +$230K | 13.09% | 4 |
|
|
2025
Q1 | $26.2M | Buy |
424,255
+1,326
| +0.3% | +$81.9K | 12.27% | 4 |
|
|
2024
Q4 | $25.9M | Buy |
422,929
+10,193
| +2% | +$625K | 11.6% | 4 |
|
|
2024
Q3 | $25.9M | Sell |
412,736
-2,598
| -0.6% | -$163K | 12.14% | 4 |
|
|
2024
Q2 | $23.9M | Buy |
415,334
+4,476
| +1% | +$258K | 11.5% | 4 |
|
|
2024
Q1 | $23.9M | Buy |
410,858
+5,196
| +1% | +$302K | 12.55% | 4 |
|
|
2023
Q4 | $21.8M | Buy |
405,662
+226,744
| +127% | +$12.2M | 13.06% | 3 |
|
|
2023
Q3 | $8.86M | Buy |
+178,918
| New | +$8.86M | 6.16% | 6 |
|