Empire Financial Management Company’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
$406K Sell
6,352
-30
-0.5% -$1.92K 0.12% 154
2025
Q1
$394K Sell
6,382
-127
-2% -$7.85K 0.12% 156
2024
Q4
$399K Buy
6,509
+50
+0.8% +$3.07K 0.12% 154
2024
Q3
$405K Buy
6,459
+171
+3% +$10.7K 0.12% 158
2024
Q2
$362K Sell
6,288
-1,662
-21% -$95.7K 0.12% 160
2024
Q1
$462K Sell
7,950
-295
-4% -$17.1K 0.15% 143
2023
Q4
$444K Buy
8,245
+646
+9% +$34.8K 0.17% 140
2023
Q3
$376K Buy
7,599
+100
+1% +$4.95K 0.16% 140
2023
Q2
$386K Sell
7,499
-1,061
-12% -$54.7K 0.15% 141
2023
Q1
$428K Buy
+8,560
New +$428K 0.17% 130