Congress Wealth Management’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 | $6.13M | Buy |
95,908
+1,872
| +2% | +$120K | 0.06% | 346 |
|
|
2025
Q1 | $5.81M | Buy |
94,036
+89,373
| +1,917% | +$5.52M | 0.07% | 306 |
|
|
2024
Q4 | $286K | Sell |
4,663
-103
| -2% | -$6.32K | ﹤0.01% | 775 |
|
|
2024
Q3 | $299K | Buy |
4,766
+971
| +26% | +$60.9K | ﹤0.01% | 728 |
|
|
2024
Q2 | $219K | Sell |
3,795
-1,082
| -22% | -$62.4K | ﹤0.01% | 686 |
|
|
2024
Q1 | $283K | Sell |
4,877
-3,539
| -42% | -$206K | ﹤0.01% | 514 |
|
|
2023
Q4 | $453K | Sell |
8,416
-2,934
| -26% | -$158K | 0.01% | 477 |
|
|
2023
Q3 | $562K | Buy |
11,350
+7,226
| +175% | +$358K | 0.01% | 445 |
|
|
2023
Q2 | $213K | Sell |
4,124
-15,021
| -78% | -$774K | ﹤0.01% | 532 |
|
|
2023
Q1 | $957K | Sell |
19,145
-127,166
| -87% | -$6.36M | 0.02% | 348 |
|
|
2022
Q4 | $7.32M | Sell |
146,311
-72,383
| -33% | -$3.62M | 0.19% | 156 |
|
|
2022
Q3 | $9.73M | Buy |
218,694
+113,294
| +107% | +$5.04M | 0.26% | 108 |
|
|
2022
Q2 | $5.02M | Buy |
105,400
+35,235
| +50% | +$1.68M | 0.13% | 184 |
|
|
2022
Q1 | $3.75M | Buy |
70,165
+32,232
| +85% | +$1.72M | 0.08% | 241 |
|
|
2021
Q4 | $2.11M | Buy |
+37,933
| New | +$2.11M | 0.04% | 302 |
|