Kowal Investment Group’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
2024
Q3
$4.1M Buy
65,415
+4,411
+7% +$277K 0.75% 18
2024
Q2
$3.51M Buy
61,004
+33,142
+119% +$1.91M 0.7% 20
2024
Q1
$1.62M Buy
+27,862
New +$1.62M 0.35% 43
2021
Q4
Sell
-965
Closed -$49K 326
2021
Q3
$49K Buy
+965
New +$49K 0.02% 246