Axxcess Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
6,276
-20,136
| -76% | -$1.29M | 0.01% | 642 |
|
|
2025
Q1 | $1.63M | Buy |
+26,412
| New | +$1.63M | 0.04% | 294 |
|
|
2024
Q4 | – | Sell |
-40,414
| Closed | -$2.53M | – | 871 |
|
|
2024
Q3 | $2.53M | Buy |
40,414
+3,529
| +10% | +$221K | 0.06% | 226 |
|
|
2024
Q2 | $2.12M | Buy |
+36,885
| New | +$2.12M | 0.06% | 240 |
|
|
2023
Q3 | – | Sell |
-10,736
| Closed | -$553K | – | 811 |
|
|
2023
Q2 | $553K | Buy |
10,736
+1,447
| +16% | +$74.6K | 0.04% | 333 |
|
|
2023
Q1 | $464K | Sell |
9,289
-7,908
| -46% | -$395K | 0.04% | 388 |
|
|
2022
Q4 | $860K | Buy |
17,197
+9,763
| +131% | +$488K | 0.07% | 252 |
|
|
2022
Q3 | $331K | Sell |
7,434
-31,019
| -81% | -$1.38M | 0.03% | 382 |
|
|
2022
Q2 | $1.83M | Buy |
38,453
+26,827
| +231% | +$1.28M | 0.17% | 116 |
|
|
2022
Q1 | $621K | Sell |
11,626
-22,061
| -65% | -$1.18M | 0.05% | 307 |
|
|
2021
Q4 | $1.87M | Buy |
+33,687
| New | +$1.87M | 0.14% | 128 |
|