Bartlett & Co Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Hold |
14,508
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $896K | Buy |
14,508
+7,725
| +114% | +$477K | 0.01% | 267 |
|
|
2024
Q4 | $416K | Hold |
6,783
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $425K | Buy |
6,783
+999
| +17% | +$62.6K | 0.01% | 348 |
|
|
2024
Q2 | $333K | Buy |
5,784
+300
| +5% | +$17.3K | 0.01% | 377 |
|
|
2024
Q1 | $318K | Hold |
5,484
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $296K | Sell |
5,484
-575
| -9% | -$31K | ﹤0.01% | 419 |
|
|
2023
Q3 | $302K | Sell |
6,059
-1,803
| -23% | -$90K | 0.01% | 399 |
|
|
2023
Q2 | $405K | Buy |
7,862
+4,095
| +109% | +$211K | 0.01% | 370 |
|
|
2023
Q1 | $188K | Hold |
3,767
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $188K | Sell |
3,767
-763
| -17% | -$38.2K | ﹤0.01% | 392 |
|
|
2022
Q3 | $201K | Buy |
4,530
+646
| +17% | +$28.7K | ﹤0.01% | 373 |
|
|
2022
Q2 | $185K | Buy |
3,884
+117
| +3% | +$5.57K | ﹤0.01% | 385 |
|
|
2022
Q1 | $201K | Hold |
3,767
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $209K | Hold |
3,767
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $189K | Buy |
3,767
+288
| +8% | +$14.5K | ﹤0.01% | 342 |
|
|
2021
Q2 | $175K | Buy |
3,479
+2,404
| +224% | +$121K | ﹤0.01% | 339 |
|
|
2021
Q1 | $51.9K | Buy |
+1,075
| New | +$51.9K | ﹤0.01% | 531 |
|