HM Payson & Co’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
Q3
$621K Hold
2025
Q2
$584K Sell
2025
Q1
$775K Sell
2024
Q4
$808K Hold
2024
Q3
$826K Buy
2024
Q2
$312K Sell
2024
Q1
$315K Sell
2023
Q4
$298K Buy
2023
Q3
$269K Hold
2023
Q2
$280K Buy