Atria Wealth Solutions’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 Q2	$18.8M	Sell	292,635 -78,542	-21%	-$4.79M	0.43%	43
2025 Q1	$22.9M	Sell	371,177 -54,536	-13%	-$3.42M	0.28%	74
2024 Q4	$26.1M	Sell	425,713 -28,788	-6%	-$1.82M	0.29%	72
2024 Q3	$28.5M	Buy	454,501 +20,045	+5%	+$1.21M	0.31%	60
2024 Q2	$25M	Buy	434,456 +66,330	+18%	+$3.79M	0.28%	72
2024 Q1	$21.4M	Buy	368,126 +4,663	+1%	+$259K	0.24%	92
2023 Q4	$19.6M	Buy	363,463 +19,931	+6%	+$1.01M	0.25%	89
2023 Q3	$17.1M	Buy	343,532 +4,106	+1%	+$213K	0.24%	93
2023 Q2	$17.5M	Sell	339,426 -51,582	-13%	-$2.59M	0.24%	92
2023 Q1	$19.5M	Sell	391,008 -45,656	-10%	-$2.29M	0.29%	77
2022 Q4	$21.8M	Buy	436,664 +24,080	+6%	+$1.18M	0.35%	64
2022 Q3	$18.3M	Sell	412,584 -47,181	-10%	-$2.32M	0.32%	72
2022 Q2	$21.9M	Buy	459,765 +69,171	+18%	+$3.49M	0.44%	51
2022 Q1	$20.9M	Buy	+390,594	New	+$20.9M	0.35%	56