BWA
Beam Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
32,900
-25,008
| -43% | -$1.6M | 0.63% | 44 |
|
|
2025
Q1 | $3.58M | Sell |
57,908
-8,487
| -13% | -$524K | 1.21% | 19 |
|
|
2024
Q4 | $4.07M | Sell |
66,395
-4,586
| -6% | -$281K | 1.29% | 18 |
|
|
2024
Q3 | $4.45M | Buy |
70,981
+2,143
| +3% | +$134K | 1.35% | 16 |
|
|
2024
Q2 | $3.97M | Buy |
+68,838
| New | +$3.97M | 1.32% | 16 |
|