Delos Wealth 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 | $861K | Hold |
13,473
| – | – | 0.67% | 35 |
|
|
2025
Q1 | $832K | Buy |
+13,473
| New | +$832K | 0.66% | 35 |
|
|
2023
Q4 | – | Sell |
-169
| Closed | -$8.79K | – | 352 |
|
|
2023
Q3 | $8.79K | Hold |
169
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $8.71K | Hold |
169
| – | – | 0.01% | 141 |
|
|
2023
Q1 | $8.45K | Hold |
169
| – | – | 0.01% | 137 |
|
|
2022
Q4 | $8.45K | Hold |
169
| – | – | 0.01% | 144 |
|
|
2022
Q3 | $8K | Hold |
169
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $8K | Hold |
169
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $9K | Hold |
169
| – | – | 0.01% | 169 |
|
|
2021
Q4 | $9K | Buy |
+169
| New | +$9K | 0.01% | 224 |
|