Financial Network Wealth 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
Q1
$702K Hold
11,374
0.25% 55
2024
Q4
$697K Hold
11,374
0.25% 54
2024
Q3
$713K Hold
11,374
0.26% 55
2024
Q2
$655K Hold
11,374
0.25% 57
2024
Q1
$650K Buy
11,374
+3,632
+47% +$208K 0.31% 38
2023
Q4
$416K Hold
7,742
0.18% 69
2023
Q3
$380K Hold
7,742
0.19% 63
2023
Q2
$411K Hold
7,742
0.19% 64
2023
Q1
$387K Hold
7,742
0.19% 65
2022
Q4
$387K Hold
7,742
0.21% 65
2022
Q3
$344K Hold
7,742
0.21% 62
2022
Q2
$369K Hold
7,742
0.22% 58
2022
Q1
$414K Hold
7,742
0.22% 59
2021
Q4
$430K Sell
7,742
-377
-5% -$20.9K 0.22% 59
2021
Q3
$408K Buy
+8,119
New +$408K 0.23% 55
2021
Q2
Sell
-4,700
Closed -$227K 107
2021
Q1
$227K Hold
4,700
0.15% 91
2020
Q4
$211K Buy
+4,700
New +$211K 0.17% 85