Elevation Wealth Partners’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
$49.8K Buy
780
+4
+0.5% +$256 0.02% 238
2025
Q1
$47.9K Buy
776
+4
+0.5% +$247 0.02% 226
2024
Q4
$47.3K Buy
772
+5
+0.7% +$307 0.02% 237
2024
Q3
$48.1K Buy
767
+5
+0.7% +$313 0.02% 225
2024
Q2
$43.9K Buy
762
+4
+0.5% +$230 0.02% 227
2024
Q1
$44K Buy
+758
New +$44K 0.02% 231