Commonwealth Retirement Investments’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 | $365K | Buy |
5,707
+1,307
| +30% | +$83.6K | 0.14% | 100 |
|
|
2025
Q1 | $272K | Sell |
4,400
-335
| -7% | -$20.7K | 0.11% | 85 |
|
|
2024
Q4 | $290K | Sell |
4,735
-720
| -13% | -$44.2K | 0.12% | 89 |
|
|
2024
Q3 | $342K | Sell |
5,455
-403
| -7% | -$25.3K | 0.14% | 82 |
|
|
2024
Q2 | $337K | Sell |
5,858
-681
| -10% | -$39.2K | 0.15% | 82 |
|
|
2024
Q1 | $380K | Sell |
6,539
-612
| -9% | -$35.5K | 0.18% | 71 |
|
|
2023
Q4 | $385K | Sell |
7,151
-117
| -2% | -$6.3K | 0.2% | 72 |
|
|
2023
Q3 | $360K | Sell |
7,268
-1,798
| -20% | -$89.1K | 0.21% | 65 |
|
|
2023
Q2 | $467K | Sell |
9,066
-833
| -8% | -$42.9K | 0.26% | 56 |
|
|
2023
Q1 | $495K | Buy |
9,899
+1,130
| +13% | +$56.5K | 0.29% | 49 |
|
|
2022
Q4 | $438K | Buy |
+8,769
| New | +$438K | 0.27% | 54 |
|