GWM
GDS Wealth Management’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 | $248K | Hold |
3,873
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $239K | Hold |
3,873
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $238K | Hold |
3,873
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $243K | Hold |
3,873
| – | – | 0.02% | 152 |
|
|
2024
Q2 | $223K | Hold |
3,873
| – | – | 0.02% | 126 |
|
|
2024
Q1 | $225K | Hold |
3,873
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $208K | Buy |
+3,873
| New | +$208K | 0.03% | 127 |
|
|
2023
Q3 | – | Sell |
-4,173
| Closed | -$215K | – | 123 |
|
|
2023
Q2 | $215K | Hold |
4,173
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $209K | Hold |
4,173
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $209K | Buy |
+4,173
| New | +$209K | 0.04% | 113 |
|
|
2022
Q2 | – | Sell |
-4,388
| Closed | -$231K | – | 104 |
|
|
2022
Q1 | $231K | Buy |
+4,388
| New | +$231K | 0.05% | 97 |
|