FWM
FFT Wealth Management’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 | $42.7M | Buy |
658,709
+13,817
| +2% | +$896K | 8.39% | 4 |
|
|
2025
Q1 | $39.8M | Buy |
644,892
+240,327
| +59% | +$14.8M | 8.33% | 3 |
|
|
2024
Q4 | $24.8M | Buy |
404,565
+104,867
| +35% | +$6.43M | 1.87% | 9 |
|
|
2024
Q3 | $18.8M | Buy |
299,698
+23,421
| +8% | +$1.47M | 1.42% | 10 |
|
|
2024
Q2 | $15.9M | Buy |
276,277
+1,835
| +0.7% | +$106K | 1.41% | 9 |
|
|
2024
Q1 | $15.9M | Buy |
274,442
+57,777
| +27% | +$3.35M | 1.37% | 10 |
|
|
2023
Q4 | $11.7M | Buy |
216,665
+19,397
| +10% | +$1.04M | 1.01% | 20 |
|
|
2023
Q3 | $9.77M | Buy |
197,268
+3,155
| +2% | +$156K | 1.26% | 16 |
|
|
2023
Q2 | $10M | Buy |
194,113
+56,433
| +41% | +$2.91M | 1.24% | 15 |
|
|
2023
Q1 | $6.88M | Buy |
137,680
+12,274
| +10% | +$614K | 0.85% | 21 |
|
|
2022
Q4 | $6.27M | Buy |
125,406
+65,314
| +109% | +$3.27M | 0.8% | 21 |
|
|
2022
Q3 | $2.67M | Buy |
+60,092
| New | +$2.67M | 0.37% | 23 |
|