Kingswood Wealth 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 | $2.92M | Buy |
45,674
+13,699
| +43% | +$876K | 0.23% | 102 |
|
|
2025
Q1 | $1.98M | Sell |
31,975
-1,093
| -3% | -$67.5K | 0.18% | 139 |
|
|
2024
Q4 | $2.03M | Sell |
33,068
-15,218
| -32% | -$933K | 0.15% | 150 |
|
|
2024
Q3 | $3.03M | Buy |
48,286
+23,235
| +93% | +$1.46M | 0.22% | 111 |
|
|
2024
Q2 | $1.44M | Buy |
25,051
+6,267
| +33% | +$361K | 0.13% | 168 |
|
|
2024
Q1 | $1.09M | Buy |
18,784
+2,963
| +19% | +$172K | 0.13% | 187 |
|
|
2023
Q4 | $851K | Buy |
+15,821
| New | +$851K | 0.1% | 225 |
|