Kovitz Investment Group Partners’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
$2.2M Sell
34,442
-2,044
-6% -$131K 0.01% 612
2025
Q1
$2.25M Sell
36,486
-115
-0.3% -$7.11K 0.01% 558
2024
Q4
$2.25M Buy
36,601
+19,505
+114% +$1.2M 0.01% 552
2024
Q3
$995K Buy
17,096
+10,635
+165% +$619K 0.01% 623
2024
Q2
$372K Buy
+6,461
New +$372K ﹤0.01% 694