BRWA
B. Riley Wealth Advisors’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 | $7.44M | Buy |
+116,307
| New | +$7.44M | 0.35% | 52 |
|
|
2024
Q4 | $7.27M | Sell |
118,596
-2,549
| -2% | -$156K | 0.24% | 94 |
|
|
2024
Q3 | $7.59M | Buy |
121,145
+11
| +0% | +$689 | 0.21% | 107 |
|
|
2024
Q2 | $6.98M | Buy |
121,134
+4,933
| +4% | +$284K | 0.18% | 120 |
|
|
2024
Q1 | $5.8M | Sell |
116,201
-3,740
| -3% | -$187K | 0.16% | 139 |
|
|
2023
Q4 | $6.46M | Buy |
119,941
+3,740
| +3% | +$201K | 0.17% | 127 |
|
|
2023
Q3 | $5.8M | Buy |
116,201
+612
| +0.5% | +$30.6K | 0.16% | 139 |
|
|
2023
Q2 | $5.96M | Buy |
115,589
+1,933
| +2% | +$99.6K | 0.13% | 162 |
|
|
2023
Q1 | $5.68M | Sell |
113,656
-58,744
| -34% | -$2.94M | 0.15% | 154 |
|
|
2022
Q4 | $8.62M | Sell |
172,400
-2,933
| -2% | -$147K | 0.24% | 90 |
|
|
2022
Q3 | $7.8M | Buy |
175,333
+10,544
| +6% | +$469K | 0.24% | 92 |
|
|
2022
Q2 | $7.85M | Sell |
164,789
-11,700
| -7% | -$557K | 0.33% | 68 |
|
|
2022
Q1 | $9.43M | Buy |
176,489
+38,437
| +28% | +$2.05M | 0.31% | 65 |
|
|
2021
Q4 | $7.67M | Sell |
138,052
-3,024
| -2% | -$168K | 0.22% | 97 |
|
|
2021
Q3 | $7.09M | Buy |
141,076
+10,644
| +8% | +$535K | 0.23% | 96 |
|
|
2021
Q2 | $6.57M | Buy |
130,432
+5,639
| +5% | +$284K | 0.21% | 108 |
|
|
2021
Q1 | $6.02M | Buy |
124,793
+59,665
| +92% | +$2.88M | 0.21% | 109 |
|
|
2020
Q4 | $2.92M | Sell |
65,128
-116,750
| -64% | -$5.23M | 0.16% | 148 |
|
|
2020
Q3 | $7.24M | Buy |
181,878
+5,555
| +3% | +$221K | 0.39% | 61 |
|
|
2020
Q2 | $6.63M | Sell |
176,323
-17,667
| -9% | -$664K | 0.44% | 50 |
|
|
2020
Q1 | $6.32M | Sell |
193,990
-25,158
| -11% | -$820K | 0.54% | 40 |
|
|
2019
Q4 | $9.22M | Buy |
219,148
+44,048
| +25% | +$1.85M | 0.78% | 19 |
|
|
2019
Q3 | $6.85M | Buy |
175,100
+16,072
| +10% | +$629K | 0.68% | 24 |
|
|
2019
Q2 | $6.08M | Buy |
159,028
+37,209
| +31% | +$1.42M | 0.67% | 30 |
|
|
2019
Q1 | $4.48M | Buy |
121,819
+39,267
| +48% | +$1.44M | 0.56% | 33 |
|
|
2018
Q4 | $2.74M | Buy |
82,552
+22,389
| +37% | +$743K | 0.39% | 55 |
|
|
2018
Q3 | $2.23M | Buy |
60,163
+3,059
| +5% | +$113K | 0.27% | 82 |
|
|
2018
Q2 | $1.96M | Buy |
57,104
+367
| +0.6% | +$12.6K | 0.26% | 88 |
|
|
2018
Q1 | $1.92M | Buy |
56,737
+2,411
| +4% | +$81.8K | 0.27% | 92 |
|
|
2017
Q4 | $1.89M | Buy |
54,326
+4,028
| +8% | +$140K | 0.26% | 108 |
|
|
2017
Q3 | $1.64M | Buy |
50,298
+3,041
| +6% | +$98.9K | 0.27% | 99 |
|
|
2017
Q2 | $1.48M | Sell |
47,257
-30,424
| -39% | -$953K | 0.27% | 108 |
|
|
2017
Q1 | $2.37M | Sell |
77,681
-9,378
| -11% | -$286K | 0.47% | 50 |
|
|
2016
Q4 | $2.52M | Buy |
87,059
+8,351
| +11% | +$241K | 0.51% | 45 |
|
|
2016
Q3 | $2.17M | Sell |
78,708
-898
| -1% | -$24.8K | 0.43% | 52 |
|
|
2016
Q2 | $2.17M | Buy |
79,606
+818
| +1% | +$22.3K | 0.43% | 51 |
|
|
2016
Q1 | $2.08M | Buy |
78,788
+10,852
| +16% | +$286K | 0.48% | 47 |
|
|
2015
Q4 | $1.75M | Buy |
67,936
+8,330
| +14% | +$214K | 0.35% | 72 |
|
|
2015
Q3 | $1.45M | Buy |
59,606
+2,656
| +5% | +$64.4K | 0.35% | 65 |
|
|
2015
Q2 | $1.47M | Sell |
56,950
-2,335
| -4% | -$60.4K | 0.37% | 58 |
|
|
2015
Q1 | $1.56M | Sell |
59,285
-355
| -0.6% | -$9.34K | 0.38% | 61 |
|
|
2014
Q4 | $1.58K | Buy |
+59,640
| New | +$1.58K | 0.03% | 610 |
|