JWM
JPL Wealth Management’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 | $5.21M | Buy |
81,511
+1,109
| +1% | +$70.9K | 1.41% | 20 |
|
|
2025
Q1 | $4.97M | Buy |
80,402
+3,801
| +5% | +$235K | 1.42% | 18 |
|
|
2024
Q4 | $4.7M | Buy |
+76,601
| New | +$4.7M | 1.35% | 19 |
|
|
2024
Q2 | $3M | Buy |
52,127
+2,560
| +5% | +$147K | 1.47% | 21 |
|
|
2024
Q1 | $2.88M | Buy |
49,567
+16,751
| +51% | +$973K | 1.59% | 20 |
|
|
2023
Q4 | $1.77M | Buy |
+32,816
| New | +$1.77M | 1.27% | 25 |
|