GWA
Gratus Wealth Advisors’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 | $77.5M | Buy |
1,211,386
+10,701
| +0.9% | +$684K | 11.73% | 1 |
|
|
2025
Q1 | $74.2M | Buy |
1,200,685
+1,150
| +0.1% | +$71K | 12.17% | 1 |
|
|
2024
Q4 | $73.6M | Buy |
1,199,535
+77,673
| +7% | +$4.76M | 11.77% | 1 |
|
|
2024
Q3 | $69.8M | Buy |
1,121,862
+223,301
| +25% | +$13.9M | 11.4% | 1 |
|
|
2024
Q2 | $53.3M | Sell |
898,561
-3,163
| -0.4% | -$188K | 9.19% | 1 |
|
|
2024
Q1 | $49.9M | Sell |
901,724
-113,965
| -11% | -$6.3M | 9.16% | 1 |
|
|
2023
Q4 | $54.7M | Buy |
+1,015,689
| New | +$54.7M | 10.78% | 1 |
|