Crewe Advisors’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 | $1.7M | Buy |
26,558
+831
| +3% | +$53.1K | 0.24% | 49 |
|
|
2025
Q1 | $1.59M | Buy |
25,727
+285
| +1% | +$17.6K | 0.22% | 42 |
|
|
2024
Q4 | $1.56M | Sell |
25,442
-20,050
| -44% | -$1.23M | 0.22% | 44 |
|
|
2024
Q3 | $2.85M | Buy |
45,492
+149
| +0.3% | +$9.34K | 0.33% | 34 |
|
|
2024
Q2 | $2.61M | Buy |
45,343
+303
| +0.7% | +$17.5K | 0.29% | 44 |
|
|
2024
Q1 | $2.62M | Sell |
45,040
-31
| -0.1% | -$1.8K | 0.3% | 41 |
|
|
2023
Q4 | $2.43M | Sell |
45,071
-6,978
| -13% | -$376K | 0.38% | 30 |
|
|
2023
Q3 | $2.58M | Sell |
52,049
-230
| -0.4% | -$11.4K | 0.45% | 25 |
|
|
2023
Q2 | $2.69M | Sell |
52,279
-7,207
| -12% | -$371K | 0.38% | 35 |
|
|
2023
Q1 | $2.97M | Sell |
59,486
-2,795
| -4% | -$140K | 0.43% | 33 |
|
|
2022
Q4 | $3.11M | Buy |
62,281
+9,835
| +19% | +$492K | 0.49% | 31 |
|
|
2022
Q3 | $2.33M | Buy |
52,446
+1,820
| +4% | +$80.9K | 0.42% | 27 |
|
|
2022
Q2 | $2.41M | Buy |
50,626
+796
| +2% | +$37.9K | 0.53% | 21 |
|
|
2022
Q1 | $2.66M | Buy |
49,830
+11,691
| +31% | +$625K | 0.52% | 19 |
|
|
2021
Q4 | $2.12M | Buy |
38,139
+267
| +0.7% | +$14.8K | 0.43% | 20 |
|
|
2021
Q3 | $1.9M | Buy |
37,872
+13,440
| +55% | +$675K | 0.45% | 20 |
|
|
2021
Q2 | $1.23M | Buy |
24,432
+14,638
| +149% | +$737K | 0.31% | 26 |
|
|
2021
Q1 | $473K | Buy |
9,794
+2,863
| +41% | +$138K | 0.12% | 34 |
|
|
2020
Q4 | $311K | Buy |
6,931
+3,565
| +106% | +$160K | 0.12% | 43 |
|
|
2020
Q3 | $134K | Buy |
+3,366
| New | +$134K | 0.06% | 67 |
|