Forza 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 | $2.38M | Sell |
37,298
-13,795
| -27% | -$882K | 0.98% | 30 |
|
|
2025
Q1 | $3.16M | Sell |
51,093
-900
| -2% | -$55.6K | 1.42% | 21 |
|
|
2024
Q4 | $3.19M | Buy |
51,993
+40
| +0.1% | +$2.45K | 1.45% | 18 |
|
|
2024
Q3 | $3.26M | Sell |
51,953
-200
| -0.4% | -$12.5K | 1.49% | 14 |
|
|
2024
Q2 | $3M | Buy |
52,153
+18,150
| +53% | +$1.05M | 1.55% | 15 |
|
|
2024
Q1 | $1.97M | Buy |
34,003
+1,940
| +6% | +$113K | 1.03% | 25 |
|
|
2023
Q4 | $1.73M | Buy |
32,063
+27,400
| +588% | +$1.47M | 0.95% | 27 |
|
|
2023
Q3 | $231K | Buy |
+4,663
| New | +$231K | 0.12% | 168 |
|