Future Financial 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 | $345K | Sell |
5,395
-11
| -0.2% | -$703 | 0.24% | 79 |
|
|
2025
Q1 | $334K | Sell |
5,406
-496
| -8% | -$30.6K | 0.24% | 75 |
|
|
2024
Q4 | $362K | Sell |
5,902
-10
| -0.2% | -$613 | 0.26% | 72 |
|
|
2024
Q3 | $371K | Sell |
5,912
-36
| -0.6% | -$2.26K | 0.26% | 76 |
|
|
2024
Q2 | $343K | Sell |
5,948
-4,456
| -43% | -$257K | 0.3% | 75 |
|
|
2024
Q1 | $604K | Sell |
10,404
-325
| -3% | -$18.9K | 0.46% | 44 |
|
|
2023
Q4 | $577K | Buy |
10,729
+33
| +0.3% | +$1.78K | 0.57% | 44 |
|
|
2023
Q3 | $530K | Sell |
10,696
-57
| -0.5% | -$2.82K | 0.59% | 44 |
|
|
2023
Q2 | $554K | Sell |
10,753
-566
| -5% | -$29.2K | 0.58% | 43 |
|
|
2023
Q1 | $569K | Sell |
11,319
-9,435
| -45% | -$475K | 0.63% | 45 |
|
|
2022
Q4 | $1.04M | Buy |
20,754
+198
| +1% | +$9.9K | 1.18% | 30 |
|
|
2022
Q3 | $979K | Buy |
20,556
+222
| +1% | +$10.6K | 1.13% | 28 |
|
|
2022
Q2 | $1.09M | Hold |
20,334
| – | – | 1.06% | 28 |
|
|
2022
Q1 | $1.09M | Buy |
20,334
+652
| +3% | +$34.8K | 0.9% | 28 |
|
|
2021
Q4 | $1.1M | Buy |
19,682
+1,468
| +8% | +$81.7K | 0.88% | 30 |
|
|
2021
Q3 | $917K | Hold |
18,214
| – | – | 0.94% | 38 |
|
|
2021
Q2 | $917K | Buy |
18,214
+5,870
| +48% | +$296K | 0.94% | 38 |
|
|
2021
Q1 | $596K | Buy |
12,344
+1,858
| +18% | +$89.7K | 0.69% | 48 |
|
|
2020
Q4 | $470K | Buy |
+10,486
| New | +$470K | 0.54% | 58 |
|