Jackson Grant Investment Advisers’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 | $76.1K | Sell |
1,190
-39
| -3% | -$2.49K | 0.03% | 156 |
|
|
2025
Q1 | $75.9K | Hold |
1,229
| – | – | 0.03% | 153 |
|
|
2024
Q4 | $75.4K | Hold |
1,229
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $77K | Hold |
1,229
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $70.8K | Hold |
1,229
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $71.4K | Hold |
1,229
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $66.1K | Sell |
1,229
-307
| -20% | -$16.5K | 0.03% | 155 |
|
|
2023
Q3 | $76.1K | Buy |
1,536
+2
| +0.1% | +$99 | 0.04% | 146 |
|
|
2023
Q2 | $79K | Buy |
1,534
+2
| +0.1% | +$103 | 0.04% | 150 |
|
|
2023
Q1 | $76.6K | Buy |
1,532
+41
| +3% | +$2.05K | 0.04% | 153 |
|
|
2022
Q4 | $74.6K | Buy |
1,491
+2
| +0.1% | +$100 | 0.04% | 150 |
|
|
2022
Q3 | $66K | Buy |
1,489
+2
| +0.1% | +$89 | 0.03% | 152 |
|
|
2022
Q2 | $71K | Buy |
1,487
+1
| +0.1% | +$48 | 0.04% | 154 |
|
|
2022
Q1 | $79K | Buy |
1,486
+2
| +0.1% | +$106 | 0.03% | 163 |
|
|
2021
Q4 | $82K | Buy |
1,484
+2
| +0.1% | +$111 | 0.04% | 133 |
|
|
2021
Q3 | $74K | Buy |
1,482
+1
| +0.1% | +$50 | 0.03% | 173 |
|
|
2021
Q2 | $75K | Buy |
1,481
+1
| +0.1% | +$51 | 0.03% | 167 |
|
|
2021
Q1 | $71K | Buy |
1,480
+2
| +0.1% | +$96 | 0.03% | 172 |
|
|
2020
Q4 | $66K | Buy |
1,478
+2
| +0.1% | +$89 | 0.03% | 162 |
|
|
2020
Q3 | $59K | Buy |
1,476
+2
| +0.1% | +$80 | 0.04% | 140 |
|
|
2020
Q2 | $55K | Sell |
1,474
-13
| -0.9% | -$485 | 0.04% | 140 |
|
|
2020
Q1 | $48K | Buy |
1,487
+32
| +2% | +$1.03K | 0.04% | 140 |
|
|
2019
Q4 | $61K | Hold |
1,455
| – | – | 0.03% | 141 |
|
|
2019
Q3 | $57K | Hold |
1,455
| – | – | 0.03% | 143 |
|
|
2019
Q2 | $56K | Buy |
+1,455
| New | +$56K | 0.03% | 143 |
|