Castle Rock Wealth Management’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 | $304K | Buy |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $235K | Buy |
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