Blue Bell Private Wealth 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 | $183K | Hold |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $160K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $144K | Buy |
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|
2023
Q3 | $129K | Sell |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $154K | Sell |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $53K | Buy |
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