EWA
EverSource Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
238,943
+38,433
| +19% | +$2.46M | 0.69% | 30 |
|
|
2025
Q1 | $12.4M | Buy |
200,510
+16,256
| +9% | +$1M | 0.68% | 32 |
|
|
2024
Q4 | $11.3M | Buy |
184,254
+4,583
| +3% | +$281K | 0.64% | 33 |
|
|
2024
Q3 | $11.3M | Buy |
179,671
+13,315
| +8% | +$835K | 0.71% | 32 |
|
|
2024
Q2 | $10M | Buy |
166,356
+15,781
| +10% | +$952K | 0.67% | 36 |
|
|
2024
Q1 | $8.42M | Buy |
150,575
+32,242
| +27% | +$1.8M | 0.66% | 36 |
|
|
2023
Q4 | $6.37M | Buy |
118,333
+18,728
| +19% | +$1.01M | 0.58% | 39 |
|
|
2023
Q3 | $4.93M | Buy |
99,605
+38,598
| +63% | +$1.91M | 0.52% | 47 |
|
|
2023
Q2 | $3.14M | Buy |
61,007
+11,875
| +24% | +$612K | 0.35% | 74 |
|
|
2023
Q1 | $2.46M | Buy |
49,132
+16,782
| +52% | +$839K | 0.31% | 85 |
|
|
2022
Q4 | $1.62M | Buy |
+32,350
| New | +$1.62M | 0.24% | 88 |
|