FineMark National Bank & Trust’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$505K Sell
2025
Q2
$539K Hold
2025
Q1
$520K Buy
2024
Q4
$436K Hold
2024
Q3
$445K Buy
2024
Q2
$329K Buy
2023
Q4
Sell
2023
Q3
$262K Sell
2023
Q2
$406K Buy