BWS
Buck Wealth Strategies’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 | $8.51M | Buy |
133,154
+17,520
| +15% | +$1.12M | 1.3% | 34 |
|
|
2025
Q1 | $7.14M | Sell |
115,634
-36,410
| -24% | -$2.25M | 1.3% | 34 |
|
|
2024
Q4 | $9.33M | Buy |
152,044
+53,551
| +54% | +$3.28M | 1.94% | 23 |
|
|
2024
Q3 | $6.17M | Sell |
98,493
-5,052
| -5% | -$317K | 1.94% | 32 |
|
|
2024
Q2 | $5.97M | Buy |
+103,545
| New | +$5.97M | 1.76% | 35 |
|
|
2024
Q1 | – | Sell |
-97,604
| Closed | -$5.25M | – | 83 |
|
|
2023
Q4 | $5.25M | Buy |
97,604
+1,722
| +2% | +$92.7K | 1.95% | 32 |
|
|
2023
Q3 | $4.75M | Buy |
+95,882
| New | +$4.75M | 1.91% | 33 |
|
|
2022
Q3 | $4.04M | Buy |
+81,641
| New | +$4.04M | 1.89% | 34 |
|