BCU Wealth Advisors’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 | $386K | Buy |
6,036
+1,041
| +21% | +$66.6K | 0.17% | 40 |
|
|
2025
Q1 | $309K | Buy |
4,995
+20
| +0.4% | +$1.24K | 0.16% | 40 |
|
|
2024
Q4 | $305K | Buy |
4,975
+24
| +0.5% | +$1.47K | 0.17% | 42 |
|
|
2024
Q3 | $310K | Buy |
4,951
+25
| +0.5% | +$1.57K | 0.19% | 41 |
|
|
2024
Q2 | $284K | Buy |
4,926
+20
| +0.4% | +$1.15K | 0.21% | 41 |
|
|
2024
Q1 | $285K | Buy |
4,906
+21
| +0.4% | +$1.22K | 0.24% | 38 |
|
|
2023
Q4 | $263K | Buy |
+4,885
| New | +$263K | 0.29% | 38 |
|