Golden State Wealth Management’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 | $595K | Sell |
9,299
-577
| -6% | -$36.9K | 0.07% | 198 |
|
|
2025
Q1 | $610K | Sell |
9,876
-382
| -4% | -$23.6K | 0.09% | 176 |
|
|
2024
Q4 | $629K | Buy |
+10,258
| New | +$629K | 0.09% | 170 |
|
|
2022
Q1 | $281K | Sell |
5,265
-1,834
| -26% | -$97.9K | 0.06% | 242 |
|
|
2021
Q4 | $395K | Buy |
+7,099
| New | +$395K | 0.07% | 248 |
|
|
2020
Q4 | – | Sell |
-25,548
| Closed | -$1.02M | – | 273 |
|
|
2020
Q3 | $1.02M | Sell |
25,548
-14,717
| -37% | -$585K | 0.34% | 47 |
|
|
2020
Q2 | $1.51M | Buy |
40,265
+39,690
| +6,903% | +$1.49M | 0.49% | 34 |
|
|
2020
Q1 | $19K | Buy |
+575
| New | +$19K | 0.01% | 509 |
|