Catalyst 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
$477K Sell
7,467
-500
-6% -$32K 0.05% 172
2025
Q1
$492K Buy
7,967
+585
+8% +$36.1K 0.09% 150
2024
Q4
$453K Hold
7,382
0.09% 152
2024
Q3
$463K Hold
7,382
0.09% 145
2024
Q2
$425K Buy
+7,382
New +$425K 0.09% 147
2023
Q3
Sell
-3,960
Closed -$204K 209
2023
Q2
$204K Buy
+3,960
New +$204K 0.07% 191