Capital Advisory Group Advisory Services’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
$444K Hold
6,937
0.16% 120
2025
Q1
$429K Sell
6,937
-80
-1% -$4.94K 0.16% 115
2024
Q4
$430K Buy
7,017
+2,215
+46% +$136K 0.15% 120
2024
Q3
$301K Buy
4,802
+632
+15% +$39.6K 0.12% 129
2024
Q2
$240K Buy
+4,170
New +$240K 0.1% 131