JFS Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $30.6K | Buy |
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|
2024
Q4 | $18.9K | Hold |
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|
2024
Q3 | $19.3K | Hold |
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|
2024
Q2 | $17.7K | Hold |
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|
2024
Q1 | $17.9K | Sell |
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|
2023
Q4 | $16.8K | Buy |
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|
2023
Q3 | $15.3K | Sell |
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|
2023
Q2 | $64.6K | Buy |
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|
2023
Q1 | $15.4K | Hold |
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|
2022
Q4 | $15.4K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Buy |
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