EP Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
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|
2025
Q1 | $6.86M | Sell |
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|
2024
Q4 | $7.77M | Buy |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $4.84M | Sell |
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|
2024
Q1 | $5.18M | Sell |
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|
2023
Q4 | $5.15M | Buy |
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|
2023
Q3 | $4.41M | Sell |
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|
2023
Q2 | $5.14M | Hold |
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|
2023
Q1 | $9.2M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $898K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $384K | Buy |
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