Lane & Associates’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
Q1 | $526K | Buy |
8,512
+962
| +13% | +$59.4K | 0.28% | 60 |
|
|
2024
Q4 | $479K | Buy |
7,550
+1,719
| +29% | +$109K | 0.25% | 66 |
|
|
2024
Q3 | $366K | Sell |
5,831
-266
| -4% | -$16.7K | 0.2% | 81 |
|
|
2024
Q2 | $351K | Buy |
6,097
+12
| +0.2% | +$691 | 0.21% | 82 |
|
|
2024
Q1 | $353K | Buy |
6,085
+897
| +17% | +$52.1K | 0.22% | 79 |
|
|
2023
Q4 | $279K | Sell |
5,188
-145
| -3% | -$7.8K | 0.2% | 88 |
|
|
2023
Q3 | $264K | Sell |
5,333
-10
| -0.2% | -$495 | 0.21% | 86 |
|
|
2023
Q2 | $275K | Buy |
5,343
+655
| +14% | +$33.8K | 0.22% | 84 |
|
|
2023
Q1 | $234K | Buy |
4,688
+449
| +11% | +$22.4K | 0.21% | 90 |
|
|
2022
Q4 | $212K | Buy |
+4,239
| New | +$212K | 0.2% | 86 |
|