KAS
KPP Advisory Services’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 | $9.75M | Buy |
152,464
+2,575
| +2% | +$165K | 1.61% | 14 |
|
|
2025
Q1 | $9.26M | Buy |
149,889
+69,943
| +87% | +$4.32M | 1.76% | 10 |
|
|
2024
Q4 | $4.9M | Sell |
79,946
-95,252
| -54% | -$5.84M | 1.16% | 22 |
|
|
2024
Q3 | $11M | Sell |
175,198
-32,957
| -16% | -$2.07M | 2.64% | 7 |
|
|
2024
Q2 | $12M | Sell |
208,155
-1,177
| -0.6% | -$67.8K | 3.19% | 6 |
|
|
2024
Q1 | $12.2M | Buy |
+209,332
| New | +$12.2M | 3.34% | 4 |
|
|
2023
Q4 | – | Sell |
-224,241
| Closed | -$11.1M | – | 141 |
|
|
2023
Q3 | $11.1M | Buy |
+224,241
| New | +$11.1M | 3.67% | 5 |
|