IWS
Insight Wealth Strategies’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 | $772K | Sell |
11,928
-23
| -0.2% | -$1.49K | 0.1% | 108 |
|
|
2025
Q1 | $738K | Sell |
11,951
-123
| -1% | -$7.6K | 0.1% | 109 |
|
|
2024
Q4 | $741K | Sell |
12,074
-15
| -0.1% | -$920 | 0.1% | 111 |
|
|
2024
Q3 | $758K | Sell |
12,089
-21
| -0.2% | -$1.32K | 0.1% | 118 |
|
|
2024
Q2 | $698K | Sell |
12,110
-313
| -3% | -$18K | 0.1% | 122 |
|
|
2024
Q1 | $721K | Sell |
12,423
-232
| -2% | -$13.5K | 0.11% | 124 |
|
|
2023
Q4 | $681K | Sell |
12,655
-53
| -0.4% | -$2.85K | 0.11% | 119 |
|
|
2023
Q3 | $629K | Sell |
12,708
-1,788
| -12% | -$88.6K | 0.12% | 110 |
|
|
2023
Q2 | $747K | Sell |
14,496
-58
| -0.4% | -$2.99K | 0.14% | 100 |
|
|
2023
Q1 | $728K | Sell |
14,554
-9
| -0.1% | -$450 | 0.14% | 99 |
|
|
2022
Q4 | $728K | Buy |
14,563
+45
| +0.3% | +$2.25K | 0.14% | 98 |
|
|
2022
Q3 | $692K | Hold |
14,518
| – | – | 0.13% | 106 |
|
|
2022
Q2 | $692K | Sell |
14,518
-5,675
| -28% | -$270K | 0.13% | 106 |
|
|
2022
Q1 | $1.08M | Buy |
20,193
+4,620
| +30% | +$247K | 0.16% | 101 |
|
|
2021
Q4 | $866K | Sell |
15,573
-21,740
| -58% | -$1.21M | 0.12% | 108 |
|
|
2021
Q3 | $1.88M | Buy |
37,313
+397
| +1% | +$19.9K | 0.26% | 53 |
|
|
2021
Q2 | $1.86M | Buy |
36,916
+16,754
| +83% | +$844K | 0.26% | 52 |
|
|
2021
Q1 | $973K | Buy |
20,162
+4,838
| +32% | +$233K | 0.13% | 104 |
|
|
2020
Q4 | $687K | Sell |
15,324
-2,266
| -13% | -$102K | 0.12% | 98 |
|
|
2020
Q3 | $700K | Sell |
17,590
-991
| -5% | -$39.4K | 0.13% | 78 |
|
|
2020
Q2 | $699K | Sell |
18,581
-28,384
| -60% | -$1.07M | 0.16% | 62 |
|
|
2020
Q1 | $1.53M | Sell |
46,965
-2,580
| -5% | -$84.1K | 0.41% | 27 |
|
|
2019
Q4 | $2.08M | Buy |
49,545
+4,046
| +9% | +$170K | 0.44% | 40 |
|
|
2019
Q3 | $1.78M | Buy |
45,499
+30,340
| +200% | +$1.19M | 0.42% | 48 |
|
|
2019
Q2 | $579K | Sell |
15,159
-19,193
| -56% | -$733K | 0.14% | 92 |
|
|
2019
Q1 | $1.26M | Buy |
34,352
+6,841
| +25% | +$251K | 0.35% | 52 |
|
|
2018
Q4 | $913K | Buy |
+27,511
| New | +$913K | 0.28% | 53 |
|