Ellenbecker Investment 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 | $762K | Sell |
11,913
-4,892
| -29% | -$313K | 0.12% | 52 |
|
|
2025
Q1 | $1.04M | Sell |
16,805
-1,834
| -10% | -$113K | 0.19% | 39 |
|
|
2024
Q4 | $1.14M | Sell |
18,639
-1,017
| -5% | -$62.4K | 0.2% | 38 |
|
|
2024
Q3 | $1.23M | Buy |
19,656
+5,773
| +42% | +$362K | 0.23% | 36 |
|
|
2024
Q2 | $800K | Buy |
13,883
+7,150
| +106% | +$412K | 0.16% | 47 |
|
|
2024
Q1 | $391K | Buy |
+6,733
| New | +$391K | 0.08% | 73 |
|