HDIM
Hanson & Doremus Investment 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 | $438K | Sell |
6,857
-80
| -1% | -$5.11K | 0.06% | 122 |
|
|
2025
Q1 | $429K | Hold |
6,937
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $426K | Sell |
6,937
-3
| -0% | -$184 | 0.07% | 117 |
|
|
2024
Q3 | $435K | Hold |
6,940
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $400K | Sell |
6,940
-1,208
| -15% | -$69.6K | 0.07% | 122 |
|
|
2024
Q1 | $473K | Hold |
8,148
| – | – | 0.08% | 115 |
|
|
2023
Q4 | $439K | Hold |
8,148
| – | – | 0.08% | 117 |
|
|
2023
Q3 | $404K | Hold |
8,148
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $420K | Hold |
8,148
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $407K | Hold |
8,148
| – | – | 0.09% | 122 |
|
|
2022
Q4 | $407K | Hold |
8,148
| – | – | 0.09% | 133 |
|
|
2022
Q3 | $362K | Hold |
8,148
| – | – | 0.09% | 126 |
|
|
2022
Q2 | $388K | Hold |
8,148
| – | – | 0.09% | 127 |
|
|
2022
Q1 | $435K | Sell |
8,148
-232
| -3% | -$12.4K | 0.09% | 128 |
|
|
2021
Q4 | $466K | Hold |
8,380
| – | – | 0.1% | 122 |
|
|
2021
Q3 | $421K | Sell |
8,380
-1,473
| -15% | -$74K | 0.1% | 127 |
|
|
2021
Q2 | $392K | Buy |
9,853
+756
| +8% | +$30.1K | 0.12% | 117 |
|
|
2021
Q1 | $439K | Sell |
9,097
-756
| -8% | -$36.5K | 0.1% | 131 |
|
|
2020
Q4 | $442K | Hold |
9,853
| – | – | 0.11% | 126 |
|
|
2020
Q3 | $392K | Buy |
+9,853
| New | +$392K | 0.12% | 117 |
|