Goldstone Financial Group’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
2026 Q1	$4.22M	Sell	60,178 -2,661	-4%	-$191K	0.46%	51
2025 Q4	$4.36M	Buy	62,839 +3,002	+5%	+$206K	0.49%	49
2025 Q3	$4.07M	Buy	59,837 +11,030	+23%	+$729K	0.48%	49
2025 Q2	$3.18M	Buy	48,807 +3,734	+8%	+$228K	0.42%	51
2025 Q1	$2.78M	Sell	45,073 -1,030	-2%	-$64.5K	0.42%	55
2024 Q4	$2.83M	Buy	46,103 +3,476	+8%	+$219K	0.44%	51
2024 Q3	$2.67M	Buy	42,627 +7,031	+20%	+$424K	0.46%	48
2024 Q2	$2.05M	Buy	35,596 +11,165	+46%	+$638K	0.41%	51
2024 Q1	$1.42M	Sell	24,431 -7,869	-24%	-$437K	0.33%	57
2023 Q4	$1.74M	Buy	32,300 +2,271	+8%	+$115K	0.45%	44
2023 Q3	$1.49M	Buy	30,029 +5,555	+23%	+$288K	0.44%	45
2023 Q2	$1.26M	Buy	24,474 +5,964	+32%	+$300K	0.37%	53
2023 Q1	$925K	Buy	+18,510	New	+$929K	0.31%	56