GC Wealth Management RIA’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2025
Q1
$302K Sell
2024
Q4
$302K Sell
2024
Q3
$315K Buy
2024
Q2
$282K Hold
2024
Q1
$284K Hold
2023
Q4
$263K Buy