Caldwell Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Caldwell Trust’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.6K	Hold	166
2025 Q1	$10.3K	Hold	166
2024 Q4	$10.2K	Sell	166 -725
2024 Q3	$55.9K	Hold	891
2024 Q2	$51.3K	Buy	891 +725
2024 Q1	$9.64K	Hold	166
2023 Q4	$8.93K	Buy	+166