Ancora Advisors’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 | $608K | Buy |
9,503
+4
| +0% | +$256 | 0.01% | 485 |
|
|
2025
Q1 | $587K | Buy |
9,499
+402
| +4% | +$24.8K | 0.01% | 479 |
|
|
2024
Q4 | $558K | Buy |
9,097
+181
| +2% | +$11.1K | 0.01% | 491 |
|
|
2024
Q3 | $559K | Buy |
8,916
+5,580
| +167% | +$350K | 0.01% | 476 |
|
|
2024
Q2 | $192K | Hold |
3,336
| – | – | ﹤0.01% | 653 |
|
|
2024
Q1 | $194K | Hold |
3,336
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $180K | Sell |
3,336
-715
| -18% | -$38.5K | ﹤0.01% | 666 |
|
|
2023
Q3 | $201K | Buy |
4,051
+530
| +15% | +$26.3K | 0.01% | 640 |
|
|
2023
Q2 | $181K | Sell |
3,521
-44
| -1% | -$2.27K | ﹤0.01% | 654 |
|
|
2023
Q1 | $178K | Buy |
3,565
+411
| +13% | +$20.5K | 0.01% | 657 |
|
|
2022
Q4 | $158K | Buy |
3,154
+261
| +9% | +$13.1K | ﹤0.01% | 700 |
|
|
2022
Q3 | $129K | Hold |
2,893
| – | – | ﹤0.01% | 804 |
|
|
2022
Q2 | $138K | Buy |
2,893
+512
| +22% | +$24.4K | ﹤0.01% | 838 |
|
|
2022
Q1 | $127K | Sell |
2,381
-44
| -2% | -$2.35K | ﹤0.01% | 927 |
|
|
2021
Q4 | $135K | Buy |
2,425
+44
| +2% | +$2.45K | ﹤0.01% | 921 |
|
|
2021
Q3 | $120K | Hold |
2,381
| – | – | ﹤0.01% | 907 |
|
|
2021
Q2 | $120K | Hold |
2,381
| – | – | ﹤0.01% | 850 |
|
|
2021
Q1 | $115K | Sell |
2,381
-390
| -14% | -$18.8K | ﹤0.01% | 823 |
|
|
2020
Q4 | $124K | Hold |
2,771
| – | – | ﹤0.01% | 697 |
|
|
2020
Q3 | $110K | Sell |
2,771
-2,034
| -42% | -$80.7K | ﹤0.01% | 688 |
|
|
2020
Q2 | $181K | Hold |
4,805
| – | – | 0.01% | 587 |
|
|
2020
Q1 | $157K | Buy |
4,805
+2,839
| +144% | +$92.8K | 0.01% | 667 |
|
|
2019
Q4 | $83K | Buy |
+1,966
| New | +$83K | ﹤0.01% | 794 |
|
|
2018
Q4 | – | Sell |
-1,796
| Closed | -$67K | – | 746 |
|
|
2018
Q3 | $67K | Buy |
+1,796
| New | +$67K | ﹤0.01% | 834 |
|