Certified Advisory Corp’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 | $1.73M | Buy |
27,127
+45
| +0.2% | +$2.88K | 0.18% | 115 |
|
|
2025
Q1 | $1.67M | Sell |
27,082
-894
| -3% | -$55.2K | 0.19% | 114 |
|
|
2024
Q4 | $1.72M | Sell |
27,976
-147
| -0.5% | -$9.02K | 0.19% | 113 |
|
|
2024
Q3 | $1.76M | Sell |
28,123
-545
| -2% | -$34.2K | 0.2% | 111 |
|
|
2024
Q2 | $1.65M | Sell |
28,668
-249
| -0.9% | -$14.3K | 0.21% | 110 |
|
|
2024
Q1 | $1.68M | Sell |
28,917
-155
| -0.5% | -$9K | 0.23% | 105 |
|
|
2023
Q4 | $1.56M | Sell |
29,072
-3,144
| -10% | -$169K | 0.24% | 106 |
|
|
2023
Q3 | $1.6M | Sell |
32,216
-6,911
| -18% | -$342K | 0.29% | 93 |
|
|
2023
Q2 | $2.02M | Sell |
39,127
-115
| -0.3% | -$5.93K | 0.37% | 79 |
|
|
2023
Q1 | $1.96M | Buy |
39,242
+296
| +0.8% | +$14.8K | 0.35% | 83 |
|
|
2022
Q4 | $1.95M | Buy |
38,946
+1,472
| +4% | +$73.6K | 0.38% | 75 |
|
|
2022
Q3 | $1.67M | Buy |
37,474
+7,467
| +25% | +$332K | 0.38% | 75 |
|
|
2022
Q2 | $1.43M | Sell |
30,007
-1,728
| -5% | -$82.3K | 0.32% | 82 |
|
|
2022
Q1 | $1.7M | Sell |
31,735
-942
| -3% | -$50.3K | 0.36% | 80 |
|
|
2021
Q4 | $1.82M | Buy |
32,677
+5,211
| +19% | +$290K | 0.4% | 63 |
|
|
2021
Q3 | $1.38M | Sell |
27,466
-1,493
| -5% | -$75K | 0.34% | 75 |
|
|
2021
Q2 | $1.46M | Buy |
28,959
+3,079
| +12% | +$155K | 0.37% | 67 |
|
|
2021
Q1 | $1.25M | Buy |
+25,880
| New | +$1.25M | 0.32% | 75 |
|
|
2020
Q2 | $967K | Buy |
25,718
+2,159
| +9% | +$81.2K | 0.32% | 79 |
|
|
2020
Q1 | $768K | Sell |
23,559
-1,369
| -5% | -$44.6K | 0.3% | 83 |
|
|
2019
Q4 | $1.05M | Sell |
24,928
-652
| -3% | -$27.4K | 0.34% | 72 |
|
|
2019
Q3 | $1M | Sell |
25,580
-88
| -0.3% | -$3.44K | 0.35% | 71 |
|
|
2019
Q2 | $981K | Buy |
25,668
+1,189
| +5% | +$45.4K | 0.36% | 69 |
|
|
2019
Q1 | $900K | Buy |
24,479
+34
| +0.1% | +$1.25K | 0.38% | 70 |
|
|
2018
Q4 | $811K | Buy |
24,445
+2,893
| +13% | +$96K | 0.42% | 64 |
|
|
2018
Q3 | $799K | Buy |
21,552
+130
| +0.6% | +$4.82K | 0.37% | 69 |
|
|
2018
Q2 | $734K | Buy |
21,422
+941
| +5% | +$32.2K | 0.41% | 67 |
|
|
2018
Q1 | $694K | Buy |
20,481
+6,707
| +49% | +$227K | 0.41% | 68 |
|
|
2017
Q4 | $479K | Buy |
+13,774
| New | +$479K | 0.34% | 65 |
|