GWM
GSB 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 | $1.61M | Sell |
25,133
-177
| -0.7% | -$11.3K | 0.39% | 79 |
|
|
2025
Q1 | $1.56M | Buy |
25,310
+554
| +2% | +$34.2K | 0.41% | 83 |
|
|
2024
Q4 | $1.52M | Buy |
24,756
+7,389
| +43% | +$453K | 0.39% | 80 |
|
|
2024
Q3 | $1.09M | Buy |
17,367
+147
| +0.9% | +$9.22K | 0.28% | 102 |
|
|
2024
Q2 | $992K | Buy |
17,220
+97
| +0.6% | +$5.59K | 0.27% | 100 |
|
|
2024
Q1 | $994K | Sell |
17,123
-339
| -2% | -$19.7K | 0.28% | 102 |
|
|
2023
Q4 | $940K | Sell |
17,462
-664
| -4% | -$35.7K | 0.29% | 100 |
|
|
2023
Q3 | $898K | Buy |
18,126
+92
| +0.5% | +$4.56K | 0.3% | 98 |
|
|
2023
Q2 | $929K | Buy |
18,034
+33
| +0.2% | +$1.7K | 0.3% | 98 |
|
|
2023
Q1 | $900K | Sell |
18,001
-61
| -0.3% | -$3.05K | 0.29% | 108 |
|
|
2022
Q4 | $903K | Buy |
18,062
+140
| +0.8% | +$7K | 0.32% | 104 |
|
|
2022
Q3 | $797K | Buy |
17,922
+57
| +0.3% | +$2.54K | 0.29% | 116 |
|
|
2022
Q2 | $851K | Sell |
17,865
-60
| -0.3% | -$2.86K | 0.29% | 113 |
|
|
2022
Q1 | $957K | Buy |
17,925
+158
| +0.9% | +$8.44K | 0.28% | 115 |
|
|
2021
Q4 | $987K | Buy |
+17,767
| New | +$987K | 0.28% | 115 |
|
|
2021
Q3 | – | Sell |
-18,159
| Closed | -$914K | – | 171 |
|
|
2021
Q2 | $914K | Sell |
18,159
-489
| -3% | -$24.6K | 0.28% | 115 |
|
|
2021
Q1 | $900K | Buy |
+18,648
| New | +$900K | 0.3% | 104 |
|