Beacon Financial Planning’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
$1.15M Buy
18,016
+5,185
+40% +$332K 0.64% 28
2025
Q1
$793K Buy
12,831
+7,746
+152% +$479K 0.46% 33
2024
Q4
$312K Buy
+5,085
New +$312K 0.18% 42