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 |
|