FSB Premier 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 | $385K | Buy |
6,022
+22
| +0.4% | +$1.41K | 0.14% | 148 |
|
|
2025
Q1 | $371K | Buy |
6,000
+10
| +0.2% | +$618 | 0.14% | 147 |
|
|
2024
Q4 | $367K | Buy |
5,990
+783
| +15% | +$48K | 0.15% | 146 |
|
|
2024
Q3 | $326K | Buy |
5,207
+1,273
| +32% | +$79.8K | 0.13% | 155 |
|
|
2024
Q2 | $227K | Buy |
3,934
+10
| +0.3% | +$576 | 0.1% | 167 |
|
|
2024
Q1 | $228K | Buy |
3,924
+130
| +3% | +$7.55K | 0.11% | 167 |
|
|
2023
Q4 | $204K | Buy |
+3,794
| New | +$204K | 0.1% | 167 |
|
|
2022
Q2 | – | Sell |
-4,037
| Closed | -$210K | – | 129 |
|
|
2022
Q1 | $210K | Buy |
4,037
+399
| +11% | +$20.8K | 0.11% | 129 |
|
|
2021
Q4 | $202K | Buy |
+3,638
| New | +$202K | 0.08% | 128 |
|