Financial Advocates Investment Management’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 | $4.1M | Buy |
63,666
+2,815
| +5% | +$181K | 0.33% | 69 |
|
|
2025
Q1 | $3.78M | Buy |
60,851
+1,354
| +2% | +$84.1K | 0.27% | 86 |
|
|
2024
Q4 | $3.72M | Buy |
59,497
+767
| +1% | +$47.9K | 0.21% | 101 |
|
|
2024
Q3 | $3.68M | Buy |
58,730
+811
| +1% | +$50.8K | 0.21% | 107 |
|
|
2024
Q2 | $3.34M | Buy |
57,919
+774
| +1% | +$44.6K | 0.21% | 108 |
|
|
2024
Q1 | $3.32M | Buy |
57,145
+1,708
| +3% | +$99.2K | 0.19% | 122 |
|
|
2023
Q4 | $2.98M | Sell |
55,437
-15,441
| -22% | -$831K | 0.2% | 121 |
|
|
2023
Q3 | $3.51M | Sell |
70,878
-913
| -1% | -$45.2K | 0.25% | 98 |
|
|
2023
Q2 | $3.7M | Buy |
71,791
+2,938
| +4% | +$151K | 0.26% | 93 |
|
|
2023
Q1 | $3.44M | Sell |
68,853
-10,759
| -14% | -$538K | 0.25% | 94 |
|
|
2022
Q4 | $3.98M | Buy |
79,612
+18,089
| +29% | +$904K | 0.3% | 83 |
|
|
2022
Q3 | $2.74M | Buy |
61,523
+3,350
| +6% | +$149K | 0.23% | 117 |
|
|
2022
Q2 | $2.77M | Sell |
58,173
-3,063
| -5% | -$146K | 0.22% | 118 |
|
|
2022
Q1 | $3.28M | Sell |
61,236
-4,212
| -6% | -$225K | 0.22% | 114 |
|
|
2021
Q4 | $3.64M | Buy |
65,448
+3,962
| +6% | +$220K | 0.23% | 104 |
|
|
2021
Q3 | $3.09M | Buy |
61,486
+9,774
| +19% | +$491K | 0.21% | 119 |
|
|
2021
Q2 | $2.6M | Buy |
51,712
+4,428
| +9% | +$223K | 0.17% | 137 |
|
|
2021
Q1 | $2.28M | Sell |
47,284
-27,423
| -37% | -$1.32M | 0.16% | 146 |
|
|
2020
Q4 | $4.24M | Buy |
74,707
+48,024
| +180% | +$2.72M | 0.29% | 80 |
|
|
2020
Q3 | $1.06M | Buy |
26,683
+1,307
| +5% | +$52K | 0.09% | 228 |
|
|
2020
Q2 | $954K | Buy |
25,376
+5,623
| +28% | +$211K | 0.09% | 249 |
|
|
2020
Q1 | $644K | Buy |
19,753
+732
| +4% | +$23.9K | 0.09% | 235 |
|
|
2019
Q4 | $800K | Buy |
19,021
+2,065
| +12% | +$86.9K | 0.09% | 235 |
|
|
2019
Q3 | $664K | Buy |
16,956
+1,411
| +9% | +$55.3K | 0.08% | 245 |
|
|
2019
Q2 | $594K | Buy |
15,545
+2,386
| +18% | +$91.2K | 0.07% | 254 |
|
|
2019
Q1 | $484K | Buy |
13,159
+67
| +0.5% | +$2.46K | 0.06% | 277 |
|
|
2018
Q4 | $434K | Sell |
13,092
-2,659
| -17% | -$88.1K | 0.06% | 269 |
|
|
2018
Q3 | $584K | Buy |
15,751
+2,481
| +19% | +$92K | 0.07% | 263 |
|
|
2018
Q2 | $456K | Buy |
13,270
+2,718
| +26% | +$93.4K | 0.06% | 278 |
|
|
2018
Q1 | $358K | Buy |
10,552
+2,481
| +31% | +$84.2K | 0.05% | 327 |
|
|
2017
Q4 | $281K | Buy |
+8,071
| New | +$281K | 0.04% | 373 |
|