Congress 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 | $6.13M | Buy |
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|
2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $957K | Sell |
|
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|
2022
Q4 | $7.32M | Sell |
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|
2022
Q3 | $9.72M | Buy |
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|
2022
Q2 | $5.02M | Buy |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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