Glass Jacobson Investment Advisors’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 | $51.5K | Sell |
806
-351
| -30% | -$22.4K | 0.02% | 289 |
|
|
2025
Q1 | $70.9K | Hold |
1,157
| – | – | 0.02% | 332 |
|
|
2024
Q4 | $70.9K | Buy |
1,157
+57
| +5% | +$3.5K | 0.02% | 332 |
|
|
2024
Q3 | $68.9K | Buy |
1,100
+5
| +0.5% | +$313 | 0.02% | 321 |
|
|
2024
Q2 | $63.1K | Buy |
1,095
+4
| +0.4% | +$230 | 0.02% | 317 |
|
|
2024
Q1 | $63.4K | Buy |
1,091
+3
| +0.3% | +$174 | 0.02% | 325 |
|
|
2023
Q4 | $58.5K | Buy |
1,088
+383
| +54% | +$20.6K | 0.02% | 321 |
|
|
2023
Q3 | $34.9K | Buy |
705
+136
| +24% | +$6.74K | 0.02% | 356 |
|
|
2023
Q2 | $29.3K | Buy |
+569
| New | +$29.3K | 0.01% | 395 |
|
|
2022
Q4 | $19K | Buy |
+380
| New | +$19K | 0.01% | 437 |
|