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Avantra Family Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Avantra Family Wealth’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637K Sell
9,962
-7,465
-43% -$477K 0.53% 52
2025
Q1 		$1.08M Buy
17,427
+1,084
+7% +$67K 1.03% 24
2024
Q4 		$1M Buy
+16,343
New +$1M 0.94% 26