Forbes Financial Planning’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 | $4.79M | Buy |
74,865
+4,586
| +7% | +$293K | 3.23% | 15 |
|
|
2025
Q1 | $4.34M | Sell |
70,279
-57
| -0.1% | -$3.52K | 3.22% | 16 |
|
|
2024
Q4 | $4.31M | Sell |
70,336
-220
| -0.3% | -$13.5K | 2.09% | 16 |
|
|
2024
Q3 | $4.42M | Buy |
70,556
+1,651
| +2% | +$104K | 3.19% | 14 |
|
|
2024
Q2 | $3.97M | Buy |
68,905
+890
| +1% | +$51.3K | 3.12% | 16 |
|
|
2024
Q1 | $3.95M | Buy |
68,015
+3,314
| +5% | +$192K | 3.4% | 13 |
|
|
2023
Q4 | $3.48M | Buy |
64,701
+3,936
| +6% | +$212K | 3.24% | 15 |
|
|
2023
Q3 | $3.01M | Buy |
60,765
+136
| +0.2% | +$6.74K | 3.23% | 14 |
|
|
2023
Q2 | $3.12M | Buy |
60,629
+337
| +0.6% | +$17.4K | 3.02% | 15 |
|
|
2023
Q1 | $3.01M | Buy |
60,292
+52,084
| +635% | +$2.6M | 2.96% | 14 |
|
|
2022
Q4 | $365K | Hold |
8,208
| – | – | 0.53% | 24 |
|
|
2022
Q3 | $365K | Sell |
8,208
-45
| -0.5% | -$2K | 0.53% | 24 |
|
|
2022
Q2 | $394K | Hold |
8,253
| – | – | 0.56% | 24 |
|
|
2022
Q1 | $441K | Buy |
8,253
+1,295
| +19% | +$69.2K | 0.55% | 23 |
|
|
2021
Q4 | $387K | Buy |
+6,958
| New | +$387K | 0.38% | 31 |
|