Annis Gardner Whiting Capital 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 | $101K | Buy |
1,583
+1,052
| +198% | +$67.3K | 0.04% | 297 |
|
|
2025
Q1 | $32.8K | Hold |
531
| – | – | 0.01% | 394 |
|
|
2024
Q4 | $32.6K | Hold |
531
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $33.3K | Hold |
531
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $30.6K | Hold |
531
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $30.8K | Hold |
531
| – | – | 0.01% | 468 |
|
|
2023
Q4 | $28.6K | Hold |
531
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $26.5K | Buy |
+531
| New | +$26.5K | 0.01% | 360 |
|