EWM
Echo 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 | $2.73M | Buy |
42,637
+67
| +0.2% | +$4.28K | 1.67% | 14 |
|
|
2025
Q1 | $2.63M | Buy |
42,570
+794
| +2% | +$49.1K | 1.78% | 14 |
|
|
2024
Q4 | $2.56M | Buy |
41,776
+10
| +0% | +$613 | 1.77% | 17 |
|
|
2024
Q3 | $2.63M | Sell |
41,766
-2,251
| -5% | -$142K | 1.84% | 16 |
|
|
2024
Q2 | $2.54M | Buy |
44,017
+2,429
| +6% | +$140K | 1.91% | 17 |
|
|
2024
Q1 | $2.41M | Sell |
41,588
-13,821
| -25% | -$802K | 2% | 15 |
|
|
2023
Q4 | $3M | Sell |
55,409
-13,448
| -20% | -$727K | 2.8% | 12 |
|
|
2023
Q3 | $3.41M | Buy |
68,857
+3,595
| +6% | +$178K | 3.67% | 11 |
|
|
2023
Q2 | $3.38M | Sell |
65,262
-1,554
| -2% | -$80.6K | 3.66% | 11 |
|
|
2023
Q1 | $3.34M | Sell |
66,816
-4,433
| -6% | -$222K | 3.69% | 11 |
|
|
2022
Q4 | $3.66M | Sell |
71,249
-35,046
| -33% | -$1.8M | 3.9% | 11 |
|
|
2022
Q3 | $5.03M | Sell |
106,295
-19,242
| -15% | -$911K | 6.62% | 3 |
|
|
2022
Q2 | $6.08M | Buy |
125,537
+25,387
| +25% | +$1.23M | 8.14% | 3 |
|
|
2022
Q1 | $5.26M | Buy |
100,150
+599
| +0.6% | +$31.5K | 6.18% | 4 |
|
|
2021
Q4 | $5.54M | Sell |
99,551
-15,355
| -13% | -$854K | 6.32% | 4 |
|
|
2021
Q3 | $5.9M | Sell |
114,906
-5,039
| -4% | -$259K | 6.99% | 5 |
|
|
2021
Q2 | $6.06M | Buy |
119,945
+1,369
| +1% | +$69.1K | 7.73% | 2 |
|
|
2021
Q1 | $5.72M | Sell |
118,576
-41,301
| -26% | -$1.99M | 7.21% | 3 |
|
|
2020
Q4 | $7.17M | Buy |
+159,877
| New | +$7.17M | 9.37% | 3 |
|