JFS Wealth Advisors’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 | $157K | Buy |
2,449
+1,954
| +395% | +$125K | 0.01% | 319 |
|
|
2025
Q1 | $30.6K | Buy |
495
+187
| +61% | +$11.6K | ﹤0.01% | 566 |
|
|
2024
Q4 | $18.9K | Hold |
308
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $19.3K | Hold |
308
| – | – | ﹤0.01% | 652 |
|
|
2024
Q2 | $17.7K | Hold |
308
| – | – | ﹤0.01% | 625 |
|
|
2024
Q1 | $17.9K | Sell |
308
-4
| -1% | -$232 | ﹤0.01% | 648 |
|
|
2023
Q4 | $16.8K | Buy |
312
+4
| +1% | +$215 | ﹤0.01% | 628 |
|
|
2023
Q3 | $15.3K | Sell |
308
-946
| -75% | -$46.9K | ﹤0.01% | 608 |
|
|
2023
Q2 | $64.6K | Buy |
1,254
+946
| +307% | +$48.7K | 0.01% | 339 |
|
|
2023
Q1 | $15.4K | Hold |
308
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $15.4K | Hold |
308
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $14K | Hold |
308
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $15K | Hold |
308
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $16K | Hold |
308
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $17K | Buy |
+308
| New | +$17K | ﹤0.01% | 595 |
|