HNWAG
High Net Worth Advisory Group’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 | $1.22M | Hold |
19,127
| – | – | 0.32% | 66 |
|
|
2025
Q1 | $1.18M | Hold |
19,127
| – | – | 0.33% | 71 |
|
|
2024
Q4 | $1.17M | Hold |
19,127
| – | – | 0.33% | 68 |
|
|
2024
Q3 | $1.2M | Hold |
19,127
| – | – | 0.33% | 65 |
|
|
2024
Q2 | $1.1M | Hold |
19,127
| – | – | 0.33% | 67 |
|
|
2024
Q1 | $1.11M | Buy |
19,127
+3,912
| +26% | +$227K | 0.35% | 67 |
|
|
2023
Q4 | $819K | Hold |
15,215
| – | – | 0.3% | 79 |
|
|
2023
Q3 | $754K | Hold |
15,215
| – | – | 0.3% | 81 |
|
|
2023
Q2 | $784K | Buy |
15,215
+3
| +0% | +$155 | 0.3% | 81 |
|
|
2023
Q1 | $760K | Buy |
15,212
+2
| +0% | +$100 | 0.31% | 84 |
|
|
2022
Q4 | $760K | Sell |
15,210
-1,996
| -12% | -$99.8K | 0.3% | 83 |
|
|
2022
Q3 | $765K | Buy |
17,206
+3
| +0% | +$133 | 0.33% | 69 |
|
|
2022
Q2 | $820K | Buy |
17,203
+3
| +0% | +$143 | 0.34% | 69 |
|
|
2022
Q1 | $919K | Buy |
17,200
+4,500
| +35% | +$240K | 0.33% | 69 |
|
|
2021
Q4 | $706K | Buy |
+12,700
| New | +$706K | 0.25% | 82 |
|