JWBC
John W. Brooker & 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 | – | Sell |
-29,689
| Closed | -$1.83M | – | 46 |
|
|
2025
Q1 | $1.83M | Buy |
29,689
+108
| +0.4% | +$6.67K | 0.76% | 31 |
|
|
2024
Q4 | $1.81M | Sell |
29,581
-468
| -2% | -$28.7K | 0.78% | 31 |
|
|
2024
Q3 | $1.88M | Buy |
30,049
+1,468
| +5% | +$92K | 0.86% | 31 |
|
|
2024
Q2 | $1.65M | Buy |
28,581
+426
| +2% | +$24.5K | 0.82% | 33 |
|
|
2024
Q1 | $1.63M | Buy |
28,155
+104
| +0.4% | +$6.04K | 0.88% | 31 |
|
|
2023
Q4 | $1.51M | Buy |
28,051
+21,321
| +317% | +$1.15M | 0.87% | 29 |
|
|
2023
Q3 | $333K | Sell |
6,730
-1,600
| -19% | -$79.2K | 0.21% | 54 |
|
|
2023
Q2 | $429K | Hold |
8,330
| – | – | 0.28% | 47 |
|
|
2023
Q1 | $423K | Sell |
8,330
-300
| -3% | -$15.2K | 0.28% | 47 |
|
|
2022
Q4 | $432K | Buy |
8,630
+620
| +8% | +$31K | 0.28% | 46 |
|
|
2022
Q3 | $356K | Buy |
+8,010
| New | +$356K | 0.23% | 40 |
|