Capital Planning’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.3M | Sell |
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|
2025
Q2 | $15.5M | Sell |
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|
2025
Q1 | $21.5M | Sell |
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|
2024
Q4 | $21.4M | Buy |
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|
2024
Q3 | $21.6M | Buy |
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|
2024
Q2 | $19.8M | Buy |
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|
2024
Q1 | $19.7M | Buy |
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|
2023
Q4 | $17.1M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $13.4M | Buy |
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|
2022
Q1 | $14M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $10.3M | Buy |
|