Independent Advisor Alliance’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-99,687
| Closed | -$6.11M | – | 910 |
|
|
2024
Q4 | $6.11M | Buy |
+99,687
| New | +$6.11M | 0.08% | 233 |
|
|
2022
Q1 | – | Sell |
-14,572
| Closed | -$810K | – | 685 |
|
|
2021
Q4 | $810K | Buy |
14,572
+4,489
| +45% | +$250K | 0.04% | 308 |
|
|
2021
Q3 | $507K | Buy |
10,083
+143
| +1% | +$7.19K | 0.03% | 376 |
|
|
2021
Q2 | $501K | Buy |
9,940
+2,685
| +37% | +$135K | 0.03% | 393 |
|
|
2021
Q1 | $350K | Sell |
7,255
-1,745
| -19% | -$84.2K | 0.02% | 455 |
|
|
2020
Q4 | $403K | Buy |
9,000
+485
| +6% | +$21.7K | 0.03% | 382 |
|
|
2020
Q3 | $337K | Sell |
8,515
-97
| -1% | -$3.84K | 0.03% | 366 |
|
|
2020
Q2 | $341K | Buy |
8,612
+2,210
| +35% | +$87.5K | 0.04% | 343 |
|
|
2020
Q1 | $209K | Sell |
6,402
-392,821
| -98% | -$12.8M | 0.03% | 355 |
|
|
2019
Q4 | $16.8M | Buy |
+399,223
| New | +$16.8M | 0.73% | 23 |
|