Annex Advisory Services’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Sell |
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|
2025
Q2 | $342K | Sell |
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2025
Q1 | $479K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $771K | Sell |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $918K | Sell |
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|
2022
Q4 | $950K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
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