Kapstone Financial Advisors’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 | $1.51M | Sell |
23,632
-1,622
| -6% | -$104K | 0.75% | 23 |
|
|
2025
Q1 | $1.56M | Hold |
25,254
| – | – | 0.88% | 21 |
|
|
2024
Q4 | $1.59M | Hold |
25,254
| – | – | 0.85% | 22 |
|
|
2024
Q3 | $1.58M | Sell |
25,254
-108
| -0.4% | -$6.74K | 0.96% | 21 |
|
|
2024
Q2 | $1.46M | Sell |
25,362
-130
| -0.5% | -$7.49K | 0.96% | 21 |
|
|
2024
Q1 | $1.48M | Hold |
25,492
| – | – | 1.01% | 19 |
|
|
2023
Q4 | $1.39M | Sell |
25,492
-1,558
| -6% | -$85.3K | 1.09% | 18 |
|
|
2023
Q3 | $1.34M | Hold |
27,050
| – | – | 1.21% | 17 |
|
|
2023
Q2 | $1.44M | Hold |
27,050
| – | – | 1.19% | 17 |
|
|
2023
Q1 | $1.37M | Hold |
27,050
| – | – | 1.24% | 18 |
|
|
2022
Q4 | $1.4M | Buy |
+27,050
| New | +$1.4M | 1.28% | 16 |
|