GWP
Gateway Wealth Partners’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 | $401K | Buy |
6,269
+98
| +2% | +$6.27K | 0.08% | 238 |
|
2025
Q1 | $381K | Sell |
6,171
-1,761
| -22% | -$109K | 0.09% | 220 |
|
2024
Q4 | $487K | Buy |
7,932
+2,242
| +39% | +$138K | 0.13% | 168 |
|
2024
Q3 | $357K | Buy |
5,690
+944
| +20% | +$59.2K | 0.1% | 187 |
|
2024
Q2 | $273K | Buy |
4,746
+813
| +21% | +$46.8K | 0.08% | 217 |
|
2024
Q1 | $228K | Buy |
+3,933
| New | +$228K | 0.08% | 210 |
|
2023
Q4 | – | Sell |
-7,033
| Closed | -$348K | – | 235 |
|
2023
Q3 | $348K | Buy |
+7,033
| New | +$348K | 0.06% | 171 |
|