BWM
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Bernard Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bernard Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$416K Sell
6,507
-210
-3% -$13.4K 0.19% 42
2025
Q1 		$415K Sell
6,717
-1,144
-15% -$70.7K 0.2% 44
2024
Q4 		$482K Buy
+7,861
New +$482K 0.23% 43