First Foundation Advisors’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 | $4.01M | Buy |
62,670
+7,103
| +13% | +$454K | 0.15% | 96 |
|
|
2025
Q1 | $3.43M | Buy |
55,567
+1,613
| +3% | +$99.7K | 0.14% | 103 |
|
|
2024
Q4 | $3.31M | Buy |
53,954
+8,885
| +20% | +$545K | 0.12% | 106 |
|
|
2024
Q3 | $2.83M | Buy |
45,069
+11,382
| +34% | +$714K | 0.11% | 110 |
|
|
2024
Q2 | $1.94M | Buy |
33,687
+12,475
| +59% | +$719K | 0.07% | 121 |
|
|
2024
Q1 | $1.23M | Sell |
21,212
-1,729
| -8% | -$100K | 0.05% | 157 |
|
|
2023
Q4 | $1.23M | Buy |
22,941
+320
| +1% | +$17.2K | 0.06% | 154 |
|
|
2023
Q3 | $1.12M | Buy |
22,621
+3,791
| +20% | +$188K | 0.05% | 171 |
|
|
2023
Q2 | $970K | Buy |
18,830
+3,579
| +23% | +$184K | 0.04% | 179 |
|
|
2023
Q1 | $762K | Buy |
15,251
+4,069
| +36% | +$203K | 0.04% | 191 |
|
|
2022
Q4 | $559K | Buy |
11,182
+5,802
| +108% | +$290K | 0.03% | 232 |
|
|
2022
Q3 | $239K | Sell |
5,380
-901
| -14% | -$40K | 0.01% | 317 |
|
|
2022
Q2 | $299K | Buy |
6,281
+901
| +17% | +$42.9K | 0.01% | 312 |
|
|
2022
Q1 | $287K | Hold |
5,380
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $299K | Sell |
5,380
-820
| -13% | -$45.6K | 0.01% | 342 |
|
|
2021
Q3 | $311K | Buy |
6,200
+500
| +9% | +$25.1K | 0.01% | 343 |
|
|
2021
Q2 | $287K | Hold |
5,700
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $275K | Buy |
+5,700
| New | +$275K | 0.01% | 351 |
|
|
2017
Q3 | – | Sell |
-19,900
| Closed | -$623K | – | 318 |
|
|
2017
Q2 | $623K | Buy |
+19,900
| New | +$623K | 0.04% | 184 |
|