Beese Fulmer Investment 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 | $314K | Buy |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $348K | Buy |
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