KCM Investment 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 | $2.53M | Sell |
39,593
-1,625
| -4% | -$104K | 0.08% | 140 |
|
|
2025
Q1 | $2.55M | Sell |
41,218
-300
| -0.7% | -$18.5K | 0.09% | 137 |
|
|
2024
Q4 | $2.55M | Buy |
41,518
+1,080
| +3% | +$66.2K | 0.09% | 138 |
|
|
2024
Q3 | $2.54M | Sell |
40,438
-2,543
| -6% | -$159K | 0.09% | 144 |
|
|
2024
Q2 | $2.48M | Sell |
42,981
-1,200
| -3% | -$69.1K | 0.09% | 138 |
|
|
2024
Q1 | $2.57M | Sell |
44,181
-102
| -0.2% | -$5.92K | 0.09% | 135 |
|
|
2023
Q4 | $2.38M | Buy |
44,283
+75
| +0.2% | +$4.04K | 0.09% | 140 |
|
|
2023
Q3 | $2.19M | Sell |
44,208
-175
| -0.4% | -$8.67K | 0.09% | 141 |
|
|
2023
Q2 | $2.29M | Hold |
44,383
| – | – | 0.09% | 145 |
|
|
2023
Q1 | $2.22M | Buy |
44,383
+2,350
| +6% | +$117K | 0.09% | 155 |
|
|
2022
Q4 | $2.1M | Sell |
42,033
-615
| -1% | -$30.8K | 0.09% | 152 |
|
|
2022
Q3 | $1.9M | Sell |
42,648
-1,700
| -4% | -$75.6K | 0.09% | 156 |
|
|
2022
Q2 | $2.11M | Sell |
44,348
-6,734
| -13% | -$321K | 0.09% | 150 |
|
|
2022
Q1 | $2.73M | Sell |
51,082
-879
| -2% | -$46.9K | 0.1% | 139 |
|
|
2021
Q4 | $2.89M | Buy |
51,961
+1,425
| +3% | +$79.2K | 0.1% | 146 |
|
|
2021
Q3 | $2.54M | Sell |
50,536
-205
| -0.4% | -$10.3K | 0.1% | 147 |
|
|
2021
Q2 | $2.56M | Buy |
50,741
+225
| +0.4% | +$11.3K | 0.1% | 140 |
|
|
2021
Q1 | $2.44M | Buy |
50,516
+25
| +0% | +$1.21K | 0.11% | 136 |
|
|
2020
Q4 | $2.26M | Buy |
50,491
+565
| +1% | +$25.3K | 0.11% | 132 |
|
|
2020
Q3 | $1.99M | Buy |
49,926
+1,700
| +4% | +$67.7K | 0.11% | 128 |
|
|
2020
Q2 | $1.81M | Sell |
48,226
-850
| -2% | -$32K | 0.1% | 133 |
|
|
2020
Q1 | $1.6M | Sell |
49,076
-641
| -1% | -$20.9K | 0.11% | 122 |
|
|
2019
Q4 | $2.09M | Buy |
49,717
+8,646
| +21% | +$364K | 0.11% | 128 |
|
|
2019
Q3 | $1.61M | Buy |
41,071
+1,164
| +3% | +$45.6K | 0.09% | 142 |
|
|
2019
Q2 | $1.52M | Buy |
39,907
+2,957
| +8% | +$113K | 0.09% | 147 |
|
|
2019
Q1 | $1.36M | Buy |
36,950
+1,513
| +4% | +$55.6K | 0.09% | 153 |
|
|
2018
Q4 | $1.18M | Sell |
35,437
-2,289
| -6% | -$76K | 0.08% | 210 |
|
|
2018
Q3 | $1.4M | Sell |
37,726
-375
| -1% | -$13.9K | 0.08% | 203 |
|
|
2018
Q2 | $1.31M | Sell |
38,101
-2,555
| -6% | -$87.6K | 0.08% | 205 |
|
|
2018
Q1 | $1.38M | Sell |
40,656
-4,091
| -9% | -$139K | 0.08% | 216 |
|
|
2017
Q4 | $1.56M | Sell |
44,747
-909
| -2% | -$31.6K | 0.09% | 207 |
|
|
2017
Q3 | $1.48M | Buy |
45,656
+12,803
| +39% | +$416K | 0.09% | 209 |
|
|
2017
Q2 | $1.03M | Buy |
32,853
+6,156
| +23% | +$193K | 0.06% | 245 |
|
|
2017
Q1 | $813K | Buy |
26,697
+13,574
| +103% | +$413K | 0.05% | 279 |
|
|
2016
Q4 | $379K | Buy |
+13,123
| New | +$379K | 0.03% | 399 |
|