Fortis 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 | $460K | Buy |
7,199
+947
| +15% | +$60.5K | 0.29% | 64 |
|
|
2025
Q1 | $386K | Sell |
6,252
-1,412
| -18% | -$87.2K | 0.25% | 72 |
|
|
2024
Q4 | $470K | Buy |
7,664
+1,288
| +20% | +$79K | 0.31% | 61 |
|
|
2024
Q3 | $400K | Buy |
+6,376
| New | +$400K | 0.26% | 66 |
|
|
2023
Q2 | – | Sell |
-141
| Closed | -$7.05K | – | 135 |
|
|
2023
Q1 | $7.05K | Buy |
+141
| New | +$7.05K | ﹤0.01% | 216 |
|