Beacon Harbor 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
$678K Hold
10,599
0.17% 53
2025
Q1
$655K Hold
10,599
0.15% 53
2024
Q4
$650K Hold
10,599
0.15% 56
2024
Q3
$664K Buy
+10,599
New +$664K 0.16% 52