Atria Wealth Solutions’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
$18.8M Sell
292,635
-78,542
-21% -$5.06M 0.43% 43
2025
Q1
$22.9M Sell
371,177
-54,536
-13% -$3.37M 0.28% 74
2024
Q4
$26.1M Sell
425,713
-28,788
-6% -$1.77M 0.29% 72
2024
Q3
$28.5M Buy
454,501
+20,045
+5% +$1.26M 0.31% 60
2024
Q2
$25M Buy
434,456
+66,330
+18% +$3.82M 0.28% 72
2024
Q1
$21.4M Buy
368,126
+4,663
+1% +$271K 0.24% 92
2023
Q4
$19.6M Buy
363,463
+19,931
+6% +$1.07M 0.24% 88
2023
Q3
$17.1M Buy
343,532
+4,106
+1% +$204K 0.24% 93
2023
Q2
$17.5M Sell
339,426
-51,582
-13% -$2.66M 0.24% 92
2023
Q1
$19.5M Sell
391,008
-45,656
-10% -$2.28M 0.29% 77
2022
Q4
$21.8M Buy
436,664
+24,080
+6% +$1.2M 0.35% 64
2022
Q3
$18.3M Sell
412,584
-47,181
-10% -$2.1M 0.32% 72
2022
Q2
$21.9M Buy
459,765
+69,171
+18% +$3.3M 0.41% 46
2022
Q1
$20.9M Buy
+390,594
New +$20.9M 0.35% 56