Ethos 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 | $295K | Buy |
4,620
+465
| +11% | +$29.7K | 0.03% | 343 |
|
2025
Q1 | $255K | Hold |
4,155
| – | – | 0.02% | 347 |
|
2024
Q4 | $255K | Sell |
4,155
-1,220
| -23% | -$74.8K | 0.03% | 248 |
|
2024
Q3 | $337K | Sell |
5,375
-1,860
| -26% | -$117K | 0.06% | 180 |
|
2024
Q2 | $417K | Sell |
7,235
-9,780
| -57% | -$564K | 0.07% | 160 |
|
2024
Q1 | $990K | Buy |
17,015
+890
| +6% | +$51.8K | 0.19% | 77 |
|
2023
Q4 | $868K | Sell |
16,125
-128,862
| -89% | -$6.94M | 0.18% | 87 |
|
2023
Q3 | $7.24M | Buy |
144,987
+130,069
| +872% | +$6.49M | 1.87% | 19 |
|
2023
Q2 | $746K | Hold |
14,918
| – | – | 0.25% | 59 |
|
2023
Q1 | $746K | Sell |
14,918
-814
| -5% | -$40.7K | 0.23% | 66 |
|
2022
Q4 | $787K | Buy |
+15,732
| New | +$787K | 0.27% | 56 |
|