Keudell/Morrison Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
2025
Q1
$1.69M Buy
2024
Q4
$1.66M Hold
2024
Q3
$1.69M Hold
2024
Q2
$1.56M Sell
2024
Q1
$1.59M Hold
2023
Q4
$1.47M Sell
2023
Q3
$1.39M Hold
2023
Q2
$1.45M Sell
2023
Q1
$1.52M Sell
2022
Q4
$1.55M Buy
2022
Q3
$1.38M Sell
2022
Q2
$1.56M Sell
2022
Q1
$1.83M Buy
2021
Q4
$1.75M Buy
2021
Q3
$1.48M Buy
2021
Q2
$1.41M Buy
2021
Q1
$1.09M Buy
2020
Q4
$529K Buy
2020
Q3
$411K Buy
2020
Q2
$289K Buy