Clear Creek Financial 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
2026 Q1	$1.79M	Buy	25,465 +717	+3%	+$51.4K	0.14%	162
2025 Q4	$1.72M	Buy	24,748 +797	+3%	+$54.8K	0.14%	152
2025 Q3	$1.63M	Buy	23,951 +67	+0.3%	+$4.43K	0.14%	145
2025 Q2	$1.53M	Sell	23,884 -3,246	-12%	-$198K	0.15%	156
2025 Q1	$1.68M	Buy	27,130 +1,171	+5%	+$73.4K	0.17%	119
2024 Q4	$1.59M	Buy	25,959 +2,222	+9%	+$140K	0.17%	122
2024 Q3	$1.49M	Buy	23,737 +292	+1%	+$17.6K	0.17%	116
2024 Q2	$1.35M	Sell	23,445 -479	-2%	-$27.4K	0.16%	120
2024 Q1	$1.39M	Sell	23,924 -1,378	-5%	-$76.5K	0.18%	111
2023 Q4	$1.36M	Buy	25,302 +8,518	+51%	+$432K	0.22%	86
2023 Q3	$831K	Sell	16,784 -94	-0.6%	-$4.87K	0.15%	116
2023 Q2	$870K	Sell	16,878 -3,220	-16%	-$162K	0.15%	115
2023 Q1	$1M	Sell	20,098 -812	-4%	-$40.8K	0.19%	98
2022 Q4	$1.05M	Sell	20,910 -1,608	-7%	-$78.9K	0.23%	88
2022 Q3	$1M	Buy	22,518 +586	+3%	+$28.8K	0.22%	79
2022 Q2	$1.04M	Buy	21,932 +7,759	+55%	+$391K	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%	+$120K	0.09%	166
2021 Q3	$443K	Buy	8,812 +821	+10%	+$42.5K	0.07%	196
2021 Q2	$402K	Buy	+7,991	New	+$401K	0.06%	198
2021 Q1	–	Sell	-5,942	Closed	-$266K	–	93
2020 Q4	$266K	Buy	+5,942	New	+$253K	0.05%	250