IA
Insight 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 | $1.66M | Sell |
25,926
-11,814
| -31% | -$755K | 0.27% | 60 |
|
|
2025
Q1 | $2.33M | Sell |
37,740
-173
| -0.5% | -$10.7K | 0.41% | 42 |
|
|
2024
Q4 | $2.32M | Sell |
37,913
-783
| -2% | -$48K | 0.39% | 43 |
|
|
2024
Q3 | $2.43M | Sell |
38,696
-2,888
| -7% | -$181K | 0.42% | 40 |
|
|
2024
Q2 | $2.4M | Buy |
41,584
+813
| +2% | +$46.8K | 0.43% | 38 |
|
|
2024
Q1 | $2.37M | Sell |
40,771
-3,789
| -9% | -$220K | 0.45% | 37 |
|
|
2023
Q4 | $2.4M | Buy |
44,560
+31,841
| +250% | +$1.71M | 0.51% | 30 |
|
|
2023
Q3 | $630K | Buy |
12,719
+300
| +2% | +$14.9K | 0.14% | 115 |
|
|
2023
Q2 | $640K | Buy |
12,419
+2,361
| +23% | +$122K | 0.14% | 113 |
|
|
2023
Q1 | $503K | Buy |
10,058
+45
| +0.4% | +$2.25K | 0.12% | 139 |
|
|
2022
Q4 | $499K | Buy |
10,013
+711
| +8% | +$35.5K | 0.17% | 156 |
|
|
2022
Q3 | $414K | Buy |
9,302
+41
| +0.4% | +$1.83K | 0.16% | 166 |
|
|
2022
Q2 | $469K | Buy |
9,261
+1,419
| +18% | +$71.9K | 0.16% | 162 |
|
|
2022
Q1 | $419K | Buy |
7,842
+413
| +6% | +$22.1K | 0.13% | 205 |
|
|
2021
Q4 | $413K | Sell |
7,429
-956
| -11% | -$53.1K | 0.12% | 203 |
|
|
2021
Q3 | $450K | Buy |
8,385
+1
| +0% | +$54 | 0.13% | 189 |
|
|
2021
Q2 | $433K | Buy |
8,384
+215
| +3% | +$11.1K | 0.14% | 195 |
|
|
2021
Q1 | $408K | Buy |
8,169
+673
| +9% | +$33.6K | 0.13% | 205 |
|
|
2020
Q4 | $336K | Buy |
+7,496
| New | +$336K | 0.13% | 189 |
|