AssuredPartners Investment 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	–	Sell	-66,836	Closed	-$4.13M	–	265
2025 Q1	$4.13M	Buy	66,836 +2,212	+3%	+$137K	0.8%	28
2024 Q4	$3.96M	Buy	+64,624	New	+$3.96M	0.77%	32