KWM
Kingsview 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 | $8.76M | Sell |
137,072
-12,076
| -8% | -$772K | 0.15% | 147 |
|
|
2025
Q1 | $9.21M | Buy |
149,148
+2,463
| +2% | +$152K | 0.17% | 123 |
|
|
2024
Q4 | $9M | Buy |
146,685
+7,663
| +6% | +$470K | 0.18% | 123 |
|
|
2024
Q3 | $8.72M | Buy |
139,022
+38,198
| +38% | +$2.39M | 0.18% | 116 |
|
|
2024
Q2 | $5.81M | Buy |
100,824
+67
| +0.1% | +$3.86K | 0.14% | 166 |
|
|
2024
Q1 | $5.85M | Sell |
100,757
-1,924
| -2% | -$112K | 0.15% | 157 |
|
|
2023
Q4 | $5.53M | Sell |
102,681
-10,042
| -9% | -$540K | 0.17% | 143 |
|
|
2023
Q3 | $5.58M | Buy |
112,723
+29,088
| +35% | +$1.44M | 0.2% | 118 |
|
|
2023
Q2 | $4.31M | Sell |
83,635
-2,972
| -3% | -$153K | 0.17% | 132 |
|
|
2023
Q1 | $4.33M | Sell |
86,607
-19,250
| -18% | -$962K | 0.18% | 122 |
|
|
2022
Q4 | $5.29M | Buy |
105,857
+38,054
| +56% | +$1.9M | 0.23% | 107 |
|
|
2022
Q3 | $3.02M | Buy |
67,803
+17,354
| +34% | +$772K | 0.14% | 162 |
|
|
2022
Q2 | $2.4M | Buy |
50,449
+8,731
| +21% | +$416K | 0.11% | 195 |
|
|
2022
Q1 | $2.23M | Buy |
41,718
+5,864
| +16% | +$313K | 0.1% | 218 |
|
|
2021
Q4 | $1.99M | Buy |
35,854
+5,824
| +19% | +$324K | 0.08% | 243 |
|
|
2021
Q3 | $1.51M | Sell |
30,030
-42,595
| -59% | -$2.14M | 0.07% | 277 |
|
|
2021
Q2 | $3.68M | Buy |
72,625
+10,662
| +17% | +$540K | 0.18% | 126 |
|
|
2021
Q1 | $3.01M | Sell |
61,963
-130
| -0.2% | -$6.32K | 0.17% | 130 |
|
|
2020
Q4 | $2.78M | Sell |
62,093
-2,328
| -4% | -$104K | 0.2% | 114 |
|
|
2020
Q3 | $2.56M | Buy |
64,421
+697
| +1% | +$27.7K | 0.23% | 109 |
|
|
2020
Q2 | $2.4M | Sell |
63,724
-3,010
| -5% | -$113K | 0.24% | 103 |
|
|
2020
Q1 | $2.18M | Sell |
66,734
-8,203
| -11% | -$267K | 0.29% | 93 |
|
|
2019
Q4 | $3.15M | Buy |
74,937
+19,578
| +35% | +$824K | 0.4% | 75 |
|
|
2019
Q3 | $2.17M | Buy |
55,359
+11,423
| +26% | +$447K | 0.34% | 82 |
|
|
2019
Q2 | $1.68M | Buy |
43,936
+17,781
| +68% | +$679K | 0.28% | 100 |
|
|
2019
Q1 | $961K | Buy |
26,155
+6,957
| +36% | +$256K | 0.15% | 183 |
|
|
2018
Q4 | $637K | Buy |
19,198
+193
| +1% | +$6.4K | 0.14% | 185 |
|
|
2018
Q3 | $704K | Sell |
19,005
-148
| -0.8% | -$5.48K | 0.14% | 186 |
|
|
2018
Q2 | $657K | Buy |
19,153
+1,039
| +6% | +$35.6K | 0.16% | 162 |
|
|
2018
Q1 | $614K | Buy |
18,114
+2,906
| +19% | +$98.5K | 0.15% | 176 |
|
|
2017
Q4 | $529K | Buy |
15,208
+1,143
| +8% | +$39.8K | 0.19% | 164 |
|
|
2017
Q3 | $457K | Buy |
14,065
+402
| +3% | +$13.1K | 0.2% | 150 |
|
|
2017
Q2 | $428K | Buy |
13,663
+2,649
| +24% | +$83K | 0.22% | 138 |
|
|
2017
Q1 | $335K | Buy |
+11,014
| New | +$335K | 0.2% | 157 |
|