Core Wealth Advisors (Florida)’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
Q3 | $476K | Hold |
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|
2025
Q2 | $447K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $731K | Sell |
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|
2020
Q2 | $2.46M | Buy |
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|
2020
Q1 | $77K | Buy |
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