Balboa Wealth Partners’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 | – | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $298K | Buy |
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