Fingerlakes 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
Q2 | $1.61M | Buy |
25,158
+2,331
| +10% | +$149K | 1.2% | 26 |
|
|
2025
Q1 | $1.41M | Buy |
22,827
+1,058
| +5% | +$65.4K | 1.2% | 28 |
|
|
2024
Q4 | $1.34M | Buy |
21,769
+1,618
| +8% | +$99.2K | 1.08% | 29 |
|
|
2024
Q3 | $1.26M | Buy |
20,151
+847
| +4% | +$53.1K | 1.05% | 32 |
|
|
2024
Q2 | $1.11M | Buy |
19,304
+127
| +0.7% | +$7.32K | 1% | 32 |
|
|
2024
Q1 | $1.11M | Buy |
19,177
+1,363
| +8% | +$79.1K | 1.08% | 31 |
|
|
2023
Q4 | $959K | Buy |
17,814
+4,099
| +30% | +$221K | 1.03% | 32 |
|
|
2023
Q3 | $679K | Sell |
13,715
-1,695
| -11% | -$84K | 0.83% | 34 |
|
|
2023
Q2 | $794K | Buy |
15,410
+1,683
| +12% | +$86.7K | 0.91% | 34 |
|
|
2023
Q1 | $686K | Buy |
13,727
+5,747
| +72% | +$287K | 0.86% | 34 |
|
|
2022
Q4 | $399K | Buy |
7,980
+906
| +13% | +$45.3K | 0.55% | 55 |
|
|
2022
Q3 | $315K | Buy |
7,074
+1,450
| +26% | +$64.6K | 0.46% | 66 |
|
|
2022
Q2 | $268K | Buy |
+5,624
| New | +$268K | 0.37% | 75 |
|