BKM Wealth Management’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 | $448K | Sell |
7,008
-758
| -10% | -$48.5K | 0.18% | 111 |
|
|
2025
Q1 | $480K | Buy |
7,766
+721
| +10% | +$44.5K | 0.2% | 111 |
|
|
2024
Q4 | $432K | Sell |
7,045
-308
| -4% | -$18.9K | 0.18% | 114 |
|
|
2024
Q3 | $461K | Buy |
7,353
+6
| +0.1% | +$376 | 0.19% | 118 |
|
|
2024
Q2 | $423K | Buy |
7,347
+39
| +0.5% | +$2.25K | 0.2% | 115 |
|
|
2024
Q1 | $424K | Sell |
7,308
-5,724
| -44% | -$332K | 0.18% | 117 |
|
|
2023
Q4 | $701K | Buy |
+13,032
| New | +$701K | 0.3% | 81 |
|