Betterment LLC’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 | $350K | Sell |
5,477
-987
| -15% | -$63.1K | ﹤0.01% | 408 |
|
|
2025
Q1 | $399K | Buy |
6,464
+1,377
| +27% | +$85K | ﹤0.01% | 365 |
|
|
2024
Q4 | $312K | Sell |
5,087
-721
| -12% | -$44.2K | ﹤0.01% | 379 |
|
|
2024
Q3 | $364K | Sell |
5,808
-2,816
| -33% | -$176K | ﹤0.01% | 344 |
|
|
2024
Q2 | $497K | Buy |
8,624
+775
| +10% | +$44.7K | ﹤0.01% | 286 |
|
|
2024
Q1 | $456K | Buy |
7,849
+18
| +0.2% | +$1.05K | ﹤0.01% | 269 |
|
|
2023
Q4 | $421K | Sell |
7,831
-932
| -11% | -$50.1K | ﹤0.01% | 242 |
|
|
2023
Q3 | $434K | Buy |
8,763
+628
| +8% | +$31.1K | ﹤0.01% | 224 |
|
|
2023
Q2 | $419K | Buy |
+8,135
| New | +$419K | ﹤0.01% | 210 |
|
|
2023
Q1 | – | Sell |
-5,277
| Closed | -$264K | – | 268 |
|
|
2022
Q4 | $264K | Buy |
+5,277
| New | +$264K | ﹤0.01% | 231 |
|