Brio Consultants’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 | $1.57M | Sell |
24,482
-7,937
| -24% | -$507K | 0.23% | 57 |
|
|
2025
Q1 | $2M | Sell |
32,419
-5,040
| -13% | -$311K | 0.31% | 50 |
|
|
2024
Q4 | $2.3M | Sell |
37,459
-1,873
| -5% | -$115K | 0.36% | 46 |
|
|
2024
Q3 | $2.47M | Buy |
39,332
+3,684
| +10% | +$231K | 0.39% | 41 |
|
|
2024
Q2 | $2.05M | Sell |
35,648
-5,041
| -12% | -$290K | 0.34% | 44 |
|
|
2024
Q1 | $2.36M | Sell |
40,689
-4,670
| -10% | -$271K | 0.4% | 40 |
|
|
2023
Q4 | $2.44M | Sell |
45,359
-1,732
| -4% | -$93.2K | 0.43% | 40 |
|
|
2023
Q3 | $2.33M | Sell |
47,091
-4,805
| -9% | -$238K | 0.44% | 41 |
|
|
2023
Q2 | $2.67M | Sell |
51,896
-1,799
| -3% | -$92.7K | 0.48% | 39 |
|
|
2023
Q1 | $2.68M | Buy |
53,695
+3,002
| +6% | +$150K | 0.5% | 41 |
|
|
2022
Q4 | $2.53M | Buy |
50,693
+1,488
| +3% | +$74.4K | 0.51% | 42 |
|
|
2022
Q3 | $2.33M | Buy |
+49,205
| New | +$2.33M | 0.49% | 41 |
|