Bartlett & Co Wealth Management’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
Q3 | $906K | Sell |
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|
2025
Q2 | $928K | Hold |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $175K | Buy |
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|
2021
Q1 | $51.9K | Buy |
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