Investment Advisory Group’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
Q2
$876K Buy
13,706
+21
+0.2% +$1.34K 0.27% 73
2025
Q1
$845K Buy
13,685
+20
+0.1% +$1.24K 0.28% 74
2024
Q4
$838K Buy
13,665
+593
+5% +$36.4K 0.28% 71
2024
Q3
$820K Buy
13,072
+1,617
+14% +$101K 0.28% 71
2024
Q2
$660K Buy
11,455
+1,403
+14% +$80.8K 0.26% 74
2024
Q1
$584K Buy
10,052
+18
+0.2% +$1.05K 0.24% 78
2023
Q4
$540K Buy
10,034
+49
+0.5% +$2.64K 0.25% 78
2023
Q3
$495K Hold
9,985
0.26% 76
2023
Q2
$515K Buy
9,985
+317
+3% +$16.3K 0.26% 74
2023
Q1
$483K Buy
9,668
+9
+0.1% +$450 0.28% 75
2022
Q4
$483K Buy
9,659
+21
+0.2% +$1.05K 0.3% 72
2022
Q3
$429K Buy
9,638
+25
+0.3% +$1.11K 0.3% 69
2022
Q2
$458K Buy
9,613
+16
+0.2% +$762 0.31% 65
2022
Q1
$513K Buy
9,597
+15
+0.2% +$802 0.31% 68
2021
Q4
$515K Buy
+9,582
New +$515K 0.33% 63