CA
Crumly & Associates’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 | $7.93M | Sell |
123,989
-8,747
| -7% | -$559K | 1.93% | 16 |
|
|
2025
Q1 | $8.2M | Sell |
132,736
-115,010
| -46% | -$7.11M | 2.26% | 13 |
|
|
2024
Q4 | $15.2M | Buy |
247,746
+5,350
| +2% | +$328K | 4.14% | 4 |
|
|
2024
Q3 | $15.2M | Sell |
242,396
-30,221
| -11% | -$1.89M | 4.2% | 4 |
|
|
2024
Q2 | $15.7M | Sell |
272,617
-4,921
| -2% | -$283K | 4.52% | 5 |
|
|
2024
Q1 | $16.1M | Buy |
277,538
+58,489
| +27% | +$3.4M | 4.24% | 5 |
|
|
2023
Q4 | $11.8M | Buy |
219,049
+70,942
| +48% | +$3.82M | 3.43% | 6 |
|
|
2023
Q3 | $7.34M | Buy |
148,107
+3,393
| +2% | +$168K | 2.88% | 10 |
|
|
2023
Q2 | $7.46M | Sell |
144,714
-17,738
| -11% | -$914K | 2.99% | 9 |
|
|
2023
Q1 | $8.12M | Buy |
162,452
+51
| +0% | +$2.55K | 3.53% | 7 |
|
|
2022
Q4 | $8.12M | Sell |
162,401
-45,897
| -22% | -$2.29M | 3.06% | 11 |
|
|
2022
Q3 | $9.26M | Sell |
208,298
-3,262
| -2% | -$145K | 3.82% | 8 |
|
|
2022
Q2 | $10.1M | Buy |
211,560
+8,037
| +4% | +$383K | 4.19% | 6 |
|
|
2022
Q1 | $10.9M | Sell |
203,523
-5,631
| -3% | -$301K | 4.07% | 4 |
|
|
2021
Q4 | $11.3M | Sell |
209,154
-36,389
| -15% | -$1.96M | 4.45% | 5 |
|
|
2021
Q3 | $12.3M | Buy |
245,543
+480
| +0.2% | +$24.1K | 5.73% | 4 |
|
|
2021
Q2 | $12.3M | Buy |
245,063
+5,530
| +2% | +$278K | 5.98% | 3 |
|
|
2021
Q1 | $11.6M | Buy |
239,533
+92,789
| +63% | +$4.48M | 6.75% | 3 |
|
|
2020
Q4 | $6.68M | Buy |
146,744
+55,870
| +61% | +$2.54M | 4.69% | 6 |
|
|
2020
Q3 | $3.62M | Sell |
90,874
-3,269
| -3% | -$130K | 3.09% | 11 |
|
|
2020
Q2 | $3.54M | Sell |
94,143
-95,707
| -50% | -$3.6M | 3.32% | 11 |
|
|
2020
Q1 | $6.19M | Buy |
189,850
+54,340
| +40% | +$1.77M | 7.6% | 4 |
|
|
2019
Q4 | $5.7M | Buy |
+135,510
| New | +$5.7M | 5.91% | 4 |
|