HSWM
Hubbell Strickland Wealth 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 | $6.63M | Buy |
103,768
+8,542
| +9% | +$546K | 2.93% | 6 |
|
|
2025
Q1 | $6.17M | Buy |
95,226
+1,839
| +2% | +$119K | 2.92% | 7 |
|
|
2024
Q4 | $5.73M | Buy |
93,387
+1,358
| +1% | +$83.3K | 2.72% | 6 |
|
|
2024
Q3 | $5.77M | Sell |
92,029
-34
| -0% | -$2.13K | 2.7% | 7 |
|
|
2024
Q2 | $5.3M | Buy |
92,063
+1,869
| +2% | +$108K | 2.66% | 8 |
|
|
2024
Q1 | $5.24M | Buy |
90,194
+3,499
| +4% | +$203K | 2.65% | 8 |
|
|
2023
Q4 | $4.67M | Buy |
86,695
+704
| +0.8% | +$37.9K | 2.55% | 8 |
|
|
2023
Q3 | $4.26M | Buy |
85,991
+1,345
| +2% | +$66.6K | 2.55% | 8 |
|
|
2023
Q2 | $4.36M | Buy |
84,646
+3,274
| +4% | +$169K | 2.53% | 8 |
|
|
2023
Q1 | $4.07M | Buy |
81,372
+2,535
| +3% | +$127K | 2.47% | 9 |
|
|
2022
Q4 | $3.94M | Buy |
78,837
+7,021
| +10% | +$351K | 2.4% | 8 |
|
|
2022
Q3 | $3.19M | Buy |
71,816
+3,188
| +5% | +$142K | 2.23% | 9 |
|
|
2022
Q2 | $3.27M | Buy |
68,628
+3,475
| +5% | +$166K | 2.18% | 9 |
|
|
2022
Q1 | $3.48M | Buy |
65,153
+12,218
| +23% | +$653K | 2.07% | 9 |
|
|
2021
Q4 | $2.94M | Buy |
52,935
+5,089
| +11% | +$283K | 1.63% | 11 |
|
|
2021
Q3 | $2.4M | Buy |
47,846
+3,662
| +8% | +$184K | 1.46% | 11 |
|
|
2021
Q2 | $2.23M | Buy |
44,184
+3,034
| +7% | +$153K | 1.34% | 13 |
|
|
2021
Q1 | $1.99M | Buy |
41,150
+506
| +1% | +$24.4K | 1.28% | 13 |
|
|
2020
Q4 | $1.82M | Buy |
40,644
+512
| +1% | +$23K | 1.24% | 13 |
|
|
2020
Q3 | $1.6M | Buy |
40,132
+2,591
| +7% | +$103K | 1.24% | 13 |
|
|
2020
Q2 | $1.41M | Buy |
37,541
+861
| +2% | +$32.4K | 1.19% | 14 |
|
|
2020
Q1 | $1.2M | Buy |
36,680
+18,811
| +105% | +$613K | 1.21% | 15 |
|
|
2019
Q4 | $752K | Buy |
17,869
+4,064
| +29% | +$171K | 0.61% | 25 |
|
|
2019
Q3 | $540K | Buy |
+13,805
| New | +$540K | 0.47% | 31 |
|