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	95,908 +1,872	+2%	+$114K	0.06%	346
2025 Q1	$5.81M	Buy	94,036 +89,373	+1,917%	+$5.6M	0.07%	306
2024 Q4	$286K	Sell	4,663 -103	-2%	-$6.5K	﹤0.01%	775
2024 Q3	$299K	Buy	4,766 +971	+26%	+$58.5K	﹤0.01%	728
2024 Q2	$219K	Sell	3,795 -1,082	-22%	-$61.8K	﹤0.01%	686
2024 Q1	$283K	Sell	4,877 -3,539	-42%	-$196K	﹤0.01%	514
2023 Q4	$453K	Sell	8,416 -2,934	-26%	-$149K	0.01%	477
2023 Q3	$562K	Buy	11,350 +7,226	+175%	+$374K	0.01%	445
2023 Q2	$213K	Sell	4,124 -15,021	-78%	-$756K	﹤0.01%	532
2023 Q1	$957K	Sell	19,145 -127,166	-87%	-$6.38M	0.02%	348
2022 Q4	$7.32M	Sell	146,311 -72,383	-33%	-$3.55M	0.19%	156
2022 Q3	$9.72M	Buy	218,694 +113,294	+107%	+$5.58M	0.26%	108
2022 Q2	$5.02M	Buy	105,400 +35,235	+50%	+$1.78M	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	+$2.02M	0.04%	304