IWP
Insight Wealth Partners’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 | $355K | Hold |
5,545
| – | – | 0.14% | 78 |
|
|
2025
Q1 | $343K | Hold |
5,545
| – | – | 0.06% | 79 |
|
|
2024
Q4 | $340K | Sell |
5,545
-1,214
| -18% | -$74.5K | 0.05% | 75 |
|
|
2024
Q3 | $424K | Hold |
6,759
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $389K | Hold |
6,759
| – | – | 0.07% | 67 |
|
|
2024
Q1 | $392K | Hold |
6,759
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $364K | Hold |
6,759
| – | – | 0.06% | 57 |
|
|
2023
Q3 | $335K | Hold |
6,759
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $348K | Hold |
6,759
| – | – | 0.08% | 53 |
|
|
2023
Q1 | $338K | Hold |
6,759
| – | – | 0.08% | 44 |
|
|
2022
Q4 | $338K | Hold |
6,759
| – | – | 0.25% | 39 |
|
|
2022
Q3 | $301K | Hold |
6,759
| – | – | 0.28% | 44 |
|
|
2022
Q2 | $322K | Hold |
6,759
| – | – | 0.24% | 44 |
|
|
2022
Q1 | $361K | Hold |
6,759
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $376K | Hold |
6,759
| – | – | 0.07% | 55 |
|
|
2021
Q3 | $340K | Buy |
6,759
+84
| +1% | +$4.23K | 0.18% | 43 |
|
|
2021
Q2 | $336K | Buy |
6,675
+510
| +8% | +$25.7K | 0.18% | 44 |
|
|
2021
Q1 | $298K | Buy |
+6,165
| New | +$298K | 0.15% | 43 |
|