HWA
HHM 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 | $233K | Hold |
3,650
| – | – | 0.03% | 180 |
|
|
2025
Q1 | $225K | Sell |
3,650
-79
| -2% | -$4.88K | 0.03% | 171 |
|
|
2024
Q4 | $229K | Sell |
3,729
-1
| -0% | -$61 | 0.03% | 176 |
|
|
2024
Q3 | $234K | Hold |
3,730
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $215K | Buy |
3,730
+200
| +6% | +$11.5K | 0.03% | 162 |
|
|
2024
Q1 | $205K | Buy |
3,530
+400
| +13% | +$23.2K | 0.03% | 144 |
|
|
2023
Q4 | $168K | Sell |
3,130
-99
| -3% | -$5.33K | 0.03% | 157 |
|
|
2023
Q3 | $160K | Sell |
3,229
-8,185
| -72% | -$405K | 0.03% | 149 |
|
|
2023
Q2 | $588K | Buy |
11,414
+4,000
| +54% | +$206K | 0.11% | 66 |
|
|
2023
Q1 | $371K | Hold |
7,414
| – | – | 0.08% | 81 |
|
|
2022
Q4 | $371K | Buy |
7,414
+5,273
| +246% | +$264K | 0.08% | 79 |
|
|
2022
Q3 | $95K | Hold |
2,141
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $102K | Buy |
2,141
+9
| +0.4% | +$429 | 0.03% | 191 |
|
|
2022
Q1 | $114K | Buy |
2,132
+36
| +2% | +$1.93K | 0.03% | 206 |
|
|
2021
Q4 | $116K | Buy |
2,096
+10
| +0.5% | +$553 | 0.03% | 200 |
|
|
2021
Q3 | $105K | Buy |
2,086
+218
| +12% | +$11K | 0.03% | 199 |
|
|
2021
Q2 | $94K | Sell |
1,868
-499
| -21% | -$25.1K | 0.03% | 212 |
|
|
2021
Q1 | $114K | Buy |
2,367
+75
| +3% | +$3.61K | 0.04% | 169 |
|
|
2020
Q4 | $103K | Buy |
2,292
+14
| +0.6% | +$629 | 0.04% | 165 |
|
|
2020
Q3 | $91K | Buy |
2,278
+124
| +6% | +$4.95K | 0.04% | 161 |
|
|
2020
Q2 | $81K | Sell |
2,154
-247
| -10% | -$9.29K | 0.03% | 170 |
|
|
2020
Q1 | $78K | Buy |
+2,401
| New | +$78K | 0.04% | 152 |
|