Cypress Financial Planning’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 | $12.5M | Buy |
195,249
+6,644
| +4% | +$425K | 4.07% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
188,605
-5,983
| -3% | -$370K | 4.16% | 8 |
|
|
2024
Q4 | $11.9M | Sell |
194,588
-1,747
| -0.9% | -$107K | 4.38% | 8 |
|
|
2024
Q3 | $12.3M | Sell |
196,335
-9,980
| -5% | -$626K | 4.55% | 8 |
|
|
2024
Q2 | $11.9M | Buy |
206,315
+17,532
| +9% | +$1.01M | 4.92% | 8 |
|
|
2024
Q1 | $11M | Buy |
188,783
+82,786
| +78% | +$4.81M | 5.01% | 8 |
|
|
2023
Q4 | $5.69M | Buy |
105,997
+25,075
| +31% | +$1.35M | 5.16% | 8 |
|
|
2023
Q3 | $4.01M | Buy |
80,922
+3,241
| +4% | +$161K | 2.29% | 11 |
|
|
2023
Q2 | $4.01M | Buy |
77,681
+7,313
| +10% | +$377K | 2.27% | 11 |
|
|
2023
Q1 | $3.54M | Buy |
70,368
+3,666
| +5% | +$184K | 2.16% | 12 |
|
|
2022
Q4 | $3.33M | Buy |
66,702
+1,339
| +2% | +$66.8K | 2.22% | 12 |
|
|
2022
Q3 | $2.91M | Buy |
65,363
+5,486
| +9% | +$244K | 2.06% | 12 |
|
|
2022
Q2 | $2.85M | Buy |
+59,877
| New | +$2.85M | 1.96% | 13 |
|