Johnson & White Wealth Management’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 | $6.84M | Buy |
107,041
+7,650
| +8% | +$489K | 3.45% | 7 |
|
|
2025
Q1 | $6.14M | Buy |
99,391
+9,310
| +10% | +$575K | 3.45% | 7 |
|
|
2024
Q4 | $5.51M | Buy |
90,081
+2,777
| +3% | +$170K | 3.33% | 7 |
|
|
2024
Q3 | $5.47M | Buy |
87,304
+3,126
| +4% | +$196K | 4.71% | 6 |
|
|
2024
Q2 | $4.85M | Buy |
84,178
+6,558
| +8% | +$378K | 4.63% | 6 |
|
|
2024
Q1 | $4.51M | Buy |
77,620
+6,648
| +9% | +$386K | 3.28% | 9 |
|
|
2023
Q4 | $3.82M | Sell |
70,972
-3,560
| -5% | -$192K | 3.17% | 10 |
|
|
2023
Q3 | $3.69M | Sell |
74,532
-3,257
| -4% | -$161K | 3.34% | 9 |
|
|
2023
Q2 | $4.01M | Sell |
77,789
-181
| -0.2% | -$9.33K | 5.5% | 7 |
|
|
2023
Q1 | $3.9M | Buy |
+77,970
| New | +$3.9M | 3.47% | 9 |
|
|
2022
Q4 | – | Sell |
-56,448
| Closed | -$2.51M | – | 88 |
|
|
2022
Q3 | $2.51M | Buy |
+56,448
| New | +$2.51M | 2.83% | 10 |
|