CA
Continuum Advisory’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
5,625
-305
| -5% | -$19.5K | 0.04% | 312 |
|
|
2025
Q1 | $366K | Sell |
5,930
-185
| -3% | -$11.4K | 0.05% | 285 |
|
|
2024
Q4 | $375K | Sell |
6,115
-126
| -2% | -$7.73K | 0.05% | 289 |
|
|
2024
Q3 | $396K | Sell |
6,241
-1,267
| -17% | -$80.3K | 0.05% | 280 |
|
|
2024
Q2 | $433K | Sell |
7,508
-375
| -5% | -$21.6K | 0.06% | 246 |
|
|
2024
Q1 | $454K | Sell |
7,883
-2,961
| -27% | -$171K | 0.07% | 244 |
|
|
2023
Q4 | $584K | Buy |
10,844
+2,715
| +33% | +$146K | 0.08% | 258 |
|
|
2023
Q3 | $403K | Sell |
8,129
-3
| -0% | -$149 | 0.06% | 310 |
|
|
2023
Q2 | $419K | Sell |
8,132
-470
| -5% | -$24.2K | 0.07% | 310 |
|
|
2023
Q1 | $430K | Sell |
8,602
-50,433
| -85% | -$2.52M | 0.07% | 291 |
|
|
2022
Q4 | $2.95M | Buy |
+59,035
| New | +$2.95M | 0.53% | 46 |
|