Heck Capital Advisors’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
2025 Q2	–	Sell	-39,306	Closed	-$2.43M	–	193
2025 Q1	$2.43M	Buy	39,306 +34,404	+702%	+$2.16M	0.27%	64
2024 Q4	$301K	Sell	4,902 -31	-0.6%	-$1.96K	0.03%	132
2024 Q3	$309K	Sell	4,933 -138	-3%	-$8.32K	0.04%	132
2024 Q2	$292K	Sell	5,071 -132	-3%	-$7.54K	0.04%	126
2024 Q1	$302K	Buy	5,203 +4,320	+489%	+$240K	0.05%	118
2023 Q4	$47.5K	Sell	883 -384	-30%	-$19.5K	0.01%	153
2023 Q3	$62.8K	Sell	1,267 -6,505	-84%	-$337K	0.01%	147
2023 Q2	$401K	Buy	7,772 +6	+0.1%	+$302	0.07%	96
2023 Q1	$388K	Buy	7,766 +145	+2%	+$7.28K	0.07%	91
2022 Q4	$381K	Buy	7,621 +7	+0.1%	+$344	0.07%	96
2022 Q3	$339K	Buy	7,614 +8	+0.1%	+$394	0.07%	92
2022 Q2	$362K	Sell	7,606 -121,484	-94%	-$6.13M	0.07%	92
2022 Q1	$6.89M	Buy	129,090 +128,230	+14,910%	+$6.85M	1.25%	22
2021 Q4	$47.8K	Buy	+860	New	+$45.9K	0.01%	111