GC Wealth Management RIA’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 | $400K | Buy |
6,254
+1,366
| +28% | +$87.3K | 0.03% | 373 |
|
|
2025
Q1 | $302K | Sell |
4,888
-31
| -0.6% | -$1.92K | 0.06% | 247 |
|
|
2024
Q4 | $302K | Sell |
4,919
-111
| -2% | -$6.81K | 0.05% | 243 |
|
|
2024
Q3 | $315K | Buy |
5,030
+142
| +3% | +$8.9K | 0.06% | 249 |
|
|
2024
Q2 | $282K | Hold |
4,888
| – | – | 0.06% | 233 |
|
|
2024
Q1 | $284K | Hold |
4,888
| – | – | 0.06% | 233 |
|
|
2023
Q4 | $263K | Buy |
+4,888
| New | +$263K | 0.12% | 175 |
|