FineMark National Bank & Trust’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 | $539K | Hold |
8,424
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $520K | Buy |
8,424
+1,320
| +19% | +$81.5K | 0.02% | 291 |
|
|
2024
Q4 | $436K | Hold |
7,104
| – | – | 0.02% | 298 |
|
|
2024
Q3 | $445K | Buy |
7,104
+1,399
| +25% | +$87.7K | 0.02% | 298 |
|
|
2024
Q2 | $329K | Buy |
+5,705
| New | +$329K | 0.01% | 332 |
|
|
2023
Q4 | – | Sell |
-5,284
| Closed | -$262K | – | 413 |
|
|
2023
Q3 | $262K | Sell |
5,284
-2,600
| -33% | -$129K | 0.01% | 352 |
|
|
2023
Q2 | $406K | Buy |
+7,884
| New | +$406K | 0.02% | 304 |
|