Collaborative Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $379K | Buy |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q1 | $432K | Buy |
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