DWM
Drive Wealth Management’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 | $2.1M | Buy |
32,835
+3,799
| +13% | +$243K | 0.46% | 49 |
|
|
2025
Q1 | $1.79M | Sell |
29,036
-586
| -2% | -$36.2K | 0.42% | 53 |
|
|
2024
Q4 | $1.82M | Buy |
29,622
+2,283
| +8% | +$140K | 0.45% | 41 |
|
|
2024
Q3 | $1.71M | Buy |
27,339
+1,315
| +5% | +$82.4K | 0.45% | 38 |
|
|
2024
Q2 | $1.5M | Buy |
26,024
+2,984
| +13% | +$172K | 0.4% | 43 |
|
|
2024
Q1 | $1.34M | Buy |
23,040
+4,373
| +23% | +$254K | 0.37% | 50 |
|
|
2023
Q4 | $1M | Buy |
18,667
+11,385
| +156% | +$613K | 0.32% | 65 |
|
|
2023
Q3 | $363K | Buy |
7,282
+2,064
| +40% | +$103K | 0.13% | 146 |
|
|
2023
Q2 | $269K | Buy |
+5,218
| New | +$269K | 0.1% | 197 |
|