Curated Wealth Partners’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 | $2.17M | Hold |
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|
2025
Q2 | $2.04M | Hold |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2M | Hold |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.72M | Hold |
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|
2023
Q3 | $1.58M | Hold |
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|
2023
Q2 | $1.64M | Hold |
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|
2023
Q1 | $1.6M | Hold |
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|
2022
Q4 | $1.6M | Hold |
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|
2022
Q3 | $1.42M | Hold |
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|
2022
Q2 | $1.52M | Hold |
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|
2022
Q1 | $1.77M | Hold |
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.6M | Hold |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.43M | Buy |
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