LFA
Legacy Financial Advisors’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 | $11.8M | Sell |
183,808
-3,286
| -2% | -$210K | 1.84% | 14 |
|
|
2025
Q1 | $11.6M | Sell |
187,094
-6,690
| -3% | -$413K | 1.93% | 13 |
|
|
2024
Q4 | $11.9M | Sell |
193,784
-4,452
| -2% | -$273K | 1.97% | 14 |
|
|
2024
Q3 | $12.4M | Sell |
198,236
-1,869
| -0.9% | -$117K | 2.09% | 12 |
|
|
2024
Q2 | $11.5M | Sell |
200,105
-4,243
| -2% | -$244K | 2.05% | 14 |
|
|
2024
Q1 | $11.9M | Sell |
204,348
-11,716
| -5% | -$680K | 2.13% | 14 |
|
|
2023
Q4 | $11.6M | Sell |
216,064
-10,510
| -5% | -$566K | 2.23% | 11 |
|
|
2023
Q3 | $11.2M | Sell |
226,574
-6,933
| -3% | -$343K | 2.25% | 13 |
|
|
2023
Q2 | $12M | Sell |
233,507
-497,675
| -68% | -$25.6M | 2.25% | 12 |
|
|
2023
Q1 | $36.6M | Sell |
731,182
-69,223
| -9% | -$3.46M | 7.47% | 3 |
|
|
2022
Q4 | $40M | Sell |
800,405
-4,668
| -0.6% | -$233K | 8.62% | 3 |
|
|
2022
Q3 | $35.8M | Sell |
805,073
-143,619
| -15% | -$6.39M | 8.56% | 4 |
|
|
2022
Q2 | $45.2M | Sell |
948,692
-12,713
| -1% | -$606K | 11.24% | 3 |
|
|
2022
Q1 | $51.3M | Buy |
961,405
+17,437
| +2% | +$931K | 11.55% | 3 |
|
|
2021
Q4 | $52.5M | Buy |
943,968
+74,637
| +9% | +$4.15M | 12.04% | 3 |
|
|
2021
Q3 | $43.7M | Buy |
869,331
+7,770
| +0.9% | +$390K | 10.71% | 3 |
|
|
2021
Q2 | $43.4M | Buy |
861,561
+9,659
| +1% | +$486K | 10.99% | 3 |
|
|
2021
Q1 | $41.1M | Buy |
851,902
+59,300
| +7% | +$2.86M | 11.27% | 3 |
|
|
2020
Q4 | $35.5M | Buy |
792,602
+365,955
| +86% | +$16.4M | 10.04% | 3 |
|
|
2020
Q3 | $17M | Sell |
426,647
-2,912
| -0.7% | -$116K | 5.18% | 4 |
|
|
2020
Q2 | $16.2M | Buy |
429,559
+144,487
| +51% | +$5.43M | 5.8% | 4 |
|
|
2020
Q1 | $10.4M | Buy |
285,072
+106,682
| +60% | +$3.88M | 3.84% | 6 |
|
|
2019
Q4 | $7.51M | Sell |
178,390
-8,363
| -4% | -$352K | 2.37% | 6 |
|
|
2019
Q3 | $7.31M | Buy |
186,753
+9,680
| +5% | +$379K | 2.43% | 6 |
|
|
2019
Q2 | $6.76M | Buy |
177,073
+5,482
| +3% | +$209K | 2.39% | 6 |
|
|
2019
Q1 | $6.31M | Buy |
171,591
+16,431
| +11% | +$604K | 2.14% | 6 |
|
|
2018
Q4 | $5.15M | Buy |
155,160
+10,841
| +8% | +$360K | 1.99% | 6 |
|
|
2018
Q3 | $5.35M | Buy |
144,319
+4,646
| +3% | +$172K | 1.94% | 6 |
|
|
2018
Q2 | $4.91M | Buy |
139,673
+16,698
| +14% | +$587K | 1.86% | 6 |
|
|
2018
Q1 | $4.19M | Buy |
122,975
+13,592
| +12% | +$463K | 1.66% | 6 |
|
|
2017
Q4 | $3.8M | Buy |
+109,383
| New | +$3.8M | 1.56% | 6 |
|