Concurrent Investment Advisors’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 | $2.37M | Buy |
37,006
+1,718
| +5% | +$110K | 0.05% | 389 |
|
|
2025
Q1 | $2.18M | Sell |
35,288
-616
| -2% | -$38.1K | 0.05% | 346 |
|
|
2024
Q4 | $2.2M | Buy |
35,904
+6,082
| +20% | +$373K | 0.06% | 299 |
|
|
2024
Q3 | $1.87M | Buy |
29,822
+876
| +3% | +$54.9K | 0.06% | 329 |
|
|
2024
Q2 | $1.67M | Buy |
28,946
+17,533
| +154% | +$1.01M | 0.05% | 316 |
|
|
2024
Q1 | $663K | Sell |
11,413
-10,615
| -48% | -$616K | 0.03% | 472 |
|
|
2023
Q4 | $1.19M | Buy |
+22,028
| New | +$1.19M | 0.06% | 301 |
|