Leavell Investment Management’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 | $1.08M | Hold |
16,940
| – | – | 0.05% | 289 |
|
2025
Q1 | $1.05M | Hold |
16,940
| – | – | 0.05% | 279 |
|
2024
Q4 | $1.04M | Sell |
16,940
-6,000
| -26% | -$368K | 0.05% | 275 |
|
2024
Q3 | $1.44M | Hold |
22,940
| – | – | 0.07% | 240 |
|
2024
Q2 | $1.32M | Hold |
22,940
| – | – | 0.07% | 230 |
|
2024
Q1 | $1.33M | Sell |
22,940
-230
| -1% | -$13.4K | 0.08% | 228 |
|
2023
Q4 | $1.25M | Sell |
23,170
-250
| -1% | -$13.5K | 0.08% | 227 |
|
2023
Q3 | $1.17M | Buy |
23,420
+135
| +0.6% | +$6.74K | 0.08% | 217 |
|
2023
Q2 | $1.2M | Sell |
23,285
-1,550
| -6% | -$79.9K | 0.08% | 224 |
|
2023
Q1 | $1.24M | Buy |
+24,835
| New | +$1.24M | 0.09% | 212 |
|