Cornerstone Planning Group’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
$12.9K Sell
199
-305
-61% -$19.7K ﹤0.01% 501
2025
Q1
$29.6K Buy
+504
New +$29.6K 0.01% 327
2024
Q4
Sell
-3
Closed -$190 1422
2024
Q3
$190 Sell
3
-277
-99% -$17.5K ﹤0.01% 1231
2024
Q2
$16.1K Buy
280
+194
+226% +$11.2K ﹤0.01% 349
2024
Q1
$4.86K Buy
86
+83
+2,767% +$4.69K ﹤0.01% 519
2023
Q4
$161 Hold
3
﹤0.01% 875
2023
Q3
$149 Sell
3
-866
-100% -$43K ﹤0.01% 1061
2023
Q2
$44.8K Buy
+869
New +$44.8K 0.02% 263
2022
Q4
$120K Buy
+2,414
New +$120K 0.05% 136