Carson Wealth (CWM LLC)’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 | $6.58M | Buy |
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|
2025
Q2 | $5.03M | Buy |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.24M | Sell |
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|
2024
Q2 | $63M | Sell |
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|
2024
Q1 | $70.4M | Sell |
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|
2023
Q4 | $68.4M | Sell |
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|
2023
Q3 | $69.1M | Sell |
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|
2023
Q2 | $100M | Sell |
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|
2023
Q1 | $109M | Buy |
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|
2022
Q4 | $104M | Buy |
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|
2022
Q3 | $72.3M | Buy |
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|
2022
Q2 | $65.3M | Buy |
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|
2022
Q1 | $36M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q2 | $5.99M | Hold |
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|
2021
Q1 | $5.99M | Hold |
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|
2020
Q4 | $5.99M | Hold |
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|
2020
Q3 | $5.99M | Hold |
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|
2020
Q2 | $5.99M | Hold |
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|
2020
Q1 | $5.99M | Hold |
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|
2019
Q4 | $5.99M | Hold |
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|
2019
Q3 | $5.99M | Hold |
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|
2019
Q2 | $5.99M | Hold |
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|
2019
Q1 | $5.99M | Sell |
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|
2018
Q4 | $6.53M | Buy |
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|
2018
Q3 | $3.98M | Sell |
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|
2018
Q2 | $3.71M | Buy |
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|
2018
Q1 | $3.56M | Buy |
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|
2017
Q4 | $3.23M | Buy |
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|
2017
Q3 | $2.21M | Buy |
|