FFS
Founders Financial Securities’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Sell |
77,878
-11,621
| -13% | -$743K | 0.38% | 62 |
|
|
2025
Q1 | $5.34M | Buy |
+89,499
| New | +$5.34M | 0.45% | 48 |
|
|
2024
Q4 | – | Sell |
-74,371
| Closed | -$4.66M | – | 442 |
|
|
2024
Q3 | $4.66M | Sell |
74,371
-25,236
| -25% | -$1.58M | 0.43% | 53 |
|
|
2024
Q2 | $5.74M | Buy |
99,607
+24,778
| +33% | +$1.43M | 0.54% | 44 |
|
|
2024
Q1 | $4.34M | Buy |
74,829
+24,851
| +50% | +$1.44M | 0.46% | 50 |
|
|
2023
Q4 | $2.69M | Buy |
+49,978
| New | +$2.69M | 0.3% | 70 |
|
|
2023
Q1 | – | Sell |
-64,666
| Closed | -$3.23M | – | 322 |
|
|
2022
Q4 | $3.23M | Sell |
64,666
-342
| -0.5% | -$17.1K | 0.51% | 46 |
|
|
2022
Q3 | $2.89M | Buy |
+65,008
| New | +$2.89M | 0.51% | 41 |
|
|
2020
Q1 | – | Sell |
-60,891
| Closed | -$2.56M | – | 128 |
|
|
2019
Q4 | $2.56M | Sell |
60,891
-116,015
| -66% | -$4.88M | 0.87% | 29 |
|
|
2019
Q3 | $6.92M | Sell |
176,906
-58,000
| -25% | -$2.27M | 2.21% | 19 |
|
|
2019
Q2 | $8.97M | Buy |
234,906
+117,040
| +99% | +$4.47M | 2.95% | 12 |
|
|
2019
Q1 | $4.33M | Buy |
117,866
+78,599
| +200% | +$2.89M | 1.37% | 21 |
|
|
2018
Q4 | $1.3M | Sell |
39,267
-5,931
| -13% | -$197K | 0.47% | 38 |
|
|
2018
Q3 | $1.68M | Buy |
45,198
+4,530
| +11% | +$168K | 0.47% | 36 |
|
|
2018
Q2 | $1.39M | Buy |
+40,668
| New | +$1.39M | 0.43% | 40 |
|