Ehrlich Financial Group’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 | $1.21M | Buy |
18,947
+850
| +5% | +$54.4K | 0.78% | 38 |
|
|
2025
Q1 | $1.12M | Sell |
18,097
-224
| -1% | -$13.8K | 0.82% | 40 |
|
|
2024
Q4 | $1.12M | Sell |
18,321
-52
| -0.3% | -$3.19K | 0.8% | 31 |
|
|
2024
Q3 | $1.15M | Sell |
18,373
-2,565
| -12% | -$161K | 0.82% | 30 |
|
|
2024
Q2 | $1.21M | Sell |
20,938
-467
| -2% | -$26.9K | 0.95% | 25 |
|
|
2024
Q1 | $1.24M | Sell |
21,405
-36,376
| -63% | -$2.11M | 1.05% | 25 |
|
|
2023
Q4 | $3.11M | Buy |
+57,781
| New | +$3.11M | 3.12% | 7 |
|