JNBA Financial 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 | $48.3K | Hold |
756
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $46.7K | Hold |
756
| – | – | ﹤0.01% | 290 |
|
|
2024
Q4 | $46.4K | Hold |
756
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $47.4K | Hold |
756
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $43.6K | Hold |
756
| – | – | ﹤0.01% | 302 |
|
|
2024
Q1 | $43.9K | Hold |
756
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $40.7K | Hold |
756
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $37.4K | Hold |
756
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $39K | Sell |
756
-20
| -3% | -$1.03K | ﹤0.01% | 317 |
|
|
2023
Q1 | $38.8K | Hold |
776
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $38.8K | Hold |
776
| – | – | 0.01% | 306 |
|
|
2022
Q3 | $35K | Sell |
776
-52
| -6% | -$2.35K | 0.01% | 308 |
|
|
2022
Q2 | $39K | Buy |
828
+20
| +2% | +$942 | 0.01% | 302 |
|
|
2022
Q1 | $43K | Sell |
808
-1,196
| -60% | -$63.6K | 0.01% | 306 |
|
|
2021
Q4 | $111K | Sell |
2,004
-898
| -31% | -$49.7K | 0.01% | 225 |
|
|
2021
Q3 | $146K | Sell |
2,902
-677
| -19% | -$34.1K | 0.02% | 210 |
|
|
2021
Q2 | $180K | Buy |
3,579
+101
| +3% | +$5.08K | 0.02% | 198 |
|
|
2021
Q1 | $168K | Buy |
3,478
+623
| +22% | +$30.1K | 0.02% | 191 |
|
|
2020
Q4 | $128K | Buy |
2,855
+1,922
| +206% | +$86.2K | 0.02% | 194 |
|
|
2020
Q3 | $37K | Buy |
933
+755
| +424% | +$29.9K | 0.01% | 270 |
|
|
2020
Q2 | $7K | Hold |
178
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $6K | Hold |
178
| – | – | ﹤0.01% | 427 |
|
|
2019
Q4 | $7K | Hold |
178
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $7K | Hold |
178
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $7K | Buy |
+178
| New | +$7K | ﹤0.01% | 470 |
|