Clear Creek Financial Management’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 | $1.53M | Sell |
23,884
-3,246
| -12% | -$208K | 0.15% | 156 |
|
|
2025
Q1 | $1.68M | Buy |
27,130
+1,171
| +5% | +$72.3K | 0.17% | 119 |
|
|
2024
Q4 | $1.59M | Buy |
25,959
+2,222
| +9% | +$136K | 0.17% | 122 |
|
|
2024
Q3 | $1.49M | Buy |
23,737
+292
| +1% | +$18.3K | 0.17% | 116 |
|
|
2024
Q2 | $1.35M | Sell |
23,445
-479
| -2% | -$27.6K | 0.16% | 120 |
|
|
2024
Q1 | $1.39M | Sell |
23,924
-1,378
| -5% | -$80K | 0.18% | 111 |
|
|
2023
Q4 | $1.36M | Buy |
25,302
+8,518
| +51% | +$458K | 0.22% | 86 |
|
|
2023
Q3 | $831K | Sell |
16,784
-94
| -0.6% | -$4.66K | 0.15% | 116 |
|
|
2023
Q2 | $870K | Sell |
16,878
-3,220
| -16% | -$166K | 0.15% | 115 |
|
|
2023
Q1 | $1M | Sell |
20,098
-812
| -4% | -$40.6K | 0.19% | 98 |
|
|
2022
Q4 | $1.05M | Sell |
20,910
-1,608
| -7% | -$80.4K | 0.23% | 88 |
|
|
2022
Q3 | $1M | Buy |
22,518
+586
| +3% | +$26.1K | 0.22% | 79 |
|
|
2022
Q2 | $1.05M | Buy |
21,932
+7,759
| +55% | +$370K | 0.22% | 86 |
|
|
2022
Q1 | $757K | Buy |
14,173
+3,116
| +28% | +$166K | 0.12% | 145 |
|
|
2021
Q4 | $615K | Buy |
11,057
+2,245
| +25% | +$125K | 0.09% | 166 |
|
|
2021
Q3 | $443K | Buy |
8,812
+821
| +10% | +$41.3K | 0.07% | 196 |
|
|
2021
Q2 | $402K | Buy |
+7,991
| New | +$402K | 0.06% | 198 |
|
|
2021
Q1 | – | Sell |
-5,942
| Closed | -$266K | – | 93 |
|
|
2020
Q4 | $266K | Buy |
+5,942
| New | +$266K | 0.05% | 250 |
|