Journey Strategic Wealth’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 | $241K | Sell |
3,762
-475
| -11% | -$30.4K | 0.01% | 524 |
|
|
2025
Q1 | $262K | Sell |
4,237
-399
| -9% | -$24.7K | 0.01% | 378 |
|
|
2024
Q4 | $284K | Sell |
4,636
-760
| -14% | -$46.6K | 0.01% | 345 |
|
|
2024
Q3 | $338K | Buy |
+5,396
| New | +$338K | 0.01% | 303 |
|
|
2023
Q4 | – | Sell |
-4,944
| Closed | -$245K | – | 243 |
|
|
2023
Q3 | $245K | Sell |
4,944
-51
| -1% | -$2.53K | 0.01% | 142 |
|
|
2023
Q2 | $257K | Sell |
4,995
-1,415
| -22% | -$72.9K | 0.01% | 136 |
|
|
2023
Q1 | $320K | Buy |
6,410
+1,411
| +28% | +$70.5K | 0.03% | 145 |
|
|
2022
Q4 | $250K | Buy |
+4,999
| New | +$250K | 0.03% | 167 |
|