CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
42,678
+19,376
| +83% | +$1.24M | 0.05% | 109 |
|
|
2025
Q1 | $1.44M | Buy |
23,302
+1,204
| +5% | +$74.4K | 0.03% | 140 |
|
|
2024
Q4 | $1.36M | Sell |
22,098
-3,808
| -15% | -$234K | 0.03% | 132 |
|
|
2024
Q3 | $1.62M | Buy |
25,906
+3,359
| +15% | +$211K | 0.04% | 126 |
|
|
2024
Q2 | $1.3M | Sell |
22,547
-3,879
| -15% | -$223K | 0.03% | 127 |
|
|
2024
Q1 | $1.53M | Sell |
26,426
-15,436
| -37% | -$896K | 0.03% | 115 |
|
|
2023
Q4 | $2.25M | Sell |
41,862
-8,070
| -16% | -$434K | 0.06% | 97 |
|
|
2023
Q3 | $2.47M | Sell |
49,932
-1,649
| -3% | -$81.7K | 0.07% | 83 |
|
|
2023
Q2 | $2.66M | Sell |
51,581
-3,228
| -6% | -$166K | 0.07% | 82 |
|
|
2023
Q1 | $2.74M | Sell |
54,809
-36,487
| -40% | -$1.82M | 0.08% | 82 |
|
|
2022
Q4 | $4.56M | Sell |
91,296
-83,681
| -48% | -$4.18M | 0.17% | 66 |
|
|
2022
Q3 | $7.78M | Sell |
174,977
-64,850
| -27% | -$2.88M | 0.96% | 16 |
|
|
2022
Q2 | $11.4M | Sell |
239,827
-15,252
| -6% | -$727K | 0.47% | 38 |
|
|
2022
Q1 | $13.6M | Sell |
255,079
-10,930
| -4% | -$584K | 0.49% | 39 |
|
|
2021
Q4 | $14.8M | Buy |
266,009
+13,245
| +5% | +$736K | 0.54% | 37 |
|
|
2021
Q3 | $12.7M | Buy |
252,764
+44,194
| +21% | +$2.22M | 0.5% | 38 |
|
|
2021
Q2 | $10.5M | Buy |
208,570
+28,600
| +16% | +$1.44M | 0.43% | 43 |
|
|
2021
Q1 | $8.69M | Sell |
179,970
-22,172
| -11% | -$1.07M | 0.41% | 42 |
|
|
2020
Q4 | $9.06M | Buy |
202,142
+74,649
| +59% | +$3.35M | 0.44% | 42 |
|
|
2020
Q3 | $5.07M | Buy |
127,493
+4,792
| +4% | +$191K | 0.29% | 56 |
|
|
2020
Q2 | $4.61M | Buy |
+122,701
| New | +$4.61M | 0.28% | 54 |
|
|
2019
Q4 | $7.14M | Buy |
169,621
+121,003
| +249% | +$5.09M | 0.57% | 29 |
|
|
2019
Q3 | $1.9M | Buy |
+48,618
| New | +$1.9M | 0.17% | 72 |
|