Cyndeo 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
$994K Sell
2025
Q2
$938K Sell
2025
Q1
$963K Buy
2024
Q4
$900K Hold
2024
Q3
$920K Sell
2024
Q2
$904K Buy
2024
Q1
$849K Buy
2023
Q4
$786K Buy
2023
Q3
$386K Buy