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Copia Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Copia Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$62.9K Sell
983
-792
-45% -$50.6K 0.05% 150
2025
Q1 		$110K Sell
1,775
-390
-18% -$24.1K 0.1% 117
2024
Q4 		$133K Buy
+2,165
New +$133K 0.13% 101