CWM
Collaborative Wealth Management’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 | $420K | Hold |
6,570
| – | – | 0.18% | 105 |
|
|
2025
Q1 | $406K | Sell |
6,570
-1,208
| -16% | -$74.6K | 0.19% | 106 |
|
|
2024
Q4 | $477K | Hold |
7,778
| – | – | 0.22% | 96 |
|
|
2024
Q3 | $488K | Buy |
7,778
+310
| +4% | +$19.4K | 0.22% | 95 |
|
|
2024
Q2 | $430K | Sell |
7,468
-391
| -5% | -$22.5K | 0.21% | 101 |
|
|
2024
Q1 | $456K | Hold |
7,859
| – | – | 0.23% | 96 |
|
|
2023
Q4 | $423K | Hold |
7,859
| – | – | 0.23% | 92 |
|
|
2023
Q3 | $389K | Hold |
7,859
| – | – | 0.23% | 99 |
|
|
2023
Q2 | $405K | Sell |
7,859
-10
| -0.1% | -$515 | 0.24% | 95 |
|
|
2023
Q1 | $393K | Buy |
7,869
+196
| +3% | +$9.8K | 0.25% | 101 |
|
|
2022
Q4 | $384K | Sell |
7,673
-278
| -3% | -$13.9K | 0.25% | 105 |
|
|
2022
Q3 | $354K | Hold |
7,951
| – | – | 0.25% | 103 |
|
|
2022
Q2 | $379K | Buy |
+7,951
| New | +$379K | 0.25% | 115 |
|
|
2021
Q4 | $455K | Buy |
+8,181
| New | +$455K | 0.25% | 122 |
|
|
2021
Q1 | $432K | Buy |
+8,081
| New | +$432K | 0.25% | 121 |
|