Key Financial Inc’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 | $272K | Buy |
4,247
+386
| +10% | +$24.7K | 0.05% | 238 |
|
|
2025
Q1 | $239K | Hold |
3,861
| – | – | 0.05% | 236 |
|
|
2024
Q4 | $237K | Hold |
3,861
| – | – | 0.05% | 231 |
|
|
2024
Q3 | $242K | Hold |
3,861
| – | – | 0.05% | 228 |
|
|
2024
Q2 | $222K | Hold |
3,861
| – | – | 0.05% | 230 |
|
|
2024
Q1 | $224K | Hold |
3,861
| – | – | 0.06% | 218 |
|
|
2023
Q4 | $208K | Hold |
3,861
| – | – | 0.06% | 220 |
|
|
2023
Q3 | $191K | Sell |
3,861
-1,814
| -32% | -$89.8K | 0.06% | 211 |
|
|
2023
Q2 | $292K | Hold |
5,675
| – | – | 0.1% | 162 |
|
|
2023
Q1 | $284K | Buy |
+5,675
| New | +$284K | 0.1% | 159 |
|
|
2022
Q3 | – | Sell |
-1,108
| Closed | -$53K | – | 1125 |
|
|
2022
Q2 | $53K | Buy |
+1,108
| New | +$53K | 0.03% | 346 |
|