Evernest Financial Advisors’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 | $754K | Hold |
11,797
| – | – | 0.24% | 83 |
|
|
2025
Q1 | $729K | Hold |
11,797
| – | – | 0.26% | 85 |
|
|
2024
Q4 | $724K | Sell |
11,797
-1,195
| -9% | -$73.3K | 0.19% | 86 |
|
|
2024
Q3 | $814K | Hold |
12,992
| – | – | 0.22% | 75 |
|
|
2024
Q2 | $748K | Hold |
12,992
| – | – | 0.34% | 65 |
|
|
2024
Q1 | $724K | Hold |
12,992
| – | – | 0.34% | 64 |
|
|
2023
Q4 | $699K | Buy |
+12,992
| New | +$699K | 0.35% | 66 |
|
|
2021
Q4 | $717K | Buy |
+12,992
| New | +$717K | 0.37% | 61 |
|