Cascade Financial Partners’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 | $5.43M | Buy |
84,983
+4,194
| +5% | +$268K | 0.65% | 32 |
|
|
2025
Q1 | $4.99M | Buy |
80,789
+1,590
| +2% | +$98.2K | 0.63% | 31 |
|
|
2024
Q4 | $4.86M | Buy |
79,199
+377
| +0.5% | +$23.1K | 0.63% | 30 |
|
|
2024
Q3 | $4.99M | Buy |
78,822
+400
| +0.5% | +$25.3K | 0.63% | 29 |
|
|
2024
Q2 | $4.52M | Buy |
78,422
+1,565
| +2% | +$90.2K | 0.59% | 31 |
|
|
2024
Q1 | $4.29M | Buy |
+76,857
| New | +$4.29M | 0.62% | 31 |
|