JIC
Joel Isaacson & Co’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
21,894
+110
| +0.5% | +$7.03K | 0.06% | 137 |
|
|
2025
Q1 | $1.35M | Buy |
21,784
+107
| +0.5% | +$6.61K | 0.06% | 135 |
|
|
2024
Q4 | $1.33M | Buy |
21,677
+130
| +0.6% | +$7.97K | 0.06% | 127 |
|
|
2024
Q3 | $1.35M | Buy |
21,547
+1,583
| +8% | +$99.2K | 0.06% | 118 |
|
|
2024
Q2 | $1.15M | Buy |
19,964
+99
| +0.5% | +$5.7K | 0.06% | 121 |
|
|
2024
Q1 | $1.15M | Buy |
19,865
+103
| +0.5% | +$5.98K | 0.06% | 124 |
|
|
2023
Q4 | $1.06M | Sell |
19,762
-3,486
| -15% | -$188K | 0.07% | 120 |
|
|
2023
Q3 | $1.15M | Buy |
23,248
+601
| +3% | +$29.8K | 0.08% | 107 |
|
|
2023
Q2 | $1.17M | Buy |
22,647
+115
| +0.5% | +$5.93K | 0.08% | 108 |
|
|
2023
Q1 | $1.13M | Buy |
22,532
+135
| +0.6% | +$6.75K | 0.08% | 107 |
|
|
2022
Q4 | $1.12M | Buy |
22,397
+14,723
| +192% | +$736K | 0.09% | 98 |
|
|
2022
Q3 | $341K | Buy |
7,674
+2,000
| +35% | +$88.9K | 0.03% | 207 |
|
|
2022
Q2 | $270K | Buy |
5,674
+29
| +0.5% | +$1.38K | 0.02% | 251 |
|
|
2022
Q1 | $297K | Buy |
5,645
+27
| +0.5% | +$1.42K | 0.02% | 256 |
|
|
2021
Q4 | $312K | Buy |
5,618
+1,527
| +37% | +$84.8K | 0.02% | 253 |
|
|
2021
Q3 | $206K | Buy |
+4,091
| New | +$206K | 0.02% | 292 |
|