Brass Tax 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 | $14M | Buy |
219,291
+5,197
| +2% | +$332K | 2.7% | 9 |
|
|
2025
Q1 | $13.2M | Buy |
214,094
+9,319
| +5% | +$576K | 2.78% | 10 |
|
|
2024
Q4 | $12.6M | Buy |
204,775
+24,682
| +14% | +$1.51M | 2.64% | 10 |
|
|
2024
Q3 | $11.3M | Sell |
180,093
-3,298
| -2% | -$207K | 2.42% | 11 |
|
|
2024
Q2 | $10.6M | Buy |
183,391
+13,917
| +8% | +$802K | 4.56% | 5 |
|
|
2024
Q1 | $9.84M | Buy |
+169,474
| New | +$9.84M | 5.13% | 5 |
|