LWL
Leo Wealth LLC’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 | $2.57M | Buy |
40,203
+36,948
| +1,135% | +$2.36M | 0.2% | 94 |
|
|
2025
Q1 | $201K | Sell |
3,255
-37,106
| -92% | -$2.29M | 0.03% | 256 |
|
|
2024
Q4 | $2.48M | Sell |
40,361
-237
| -0.6% | -$14.5K | 0.22% | 78 |
|
|
2024
Q3 | $2.55M | Buy |
40,598
+46
| +0.1% | +$2.88K | 0.23% | 76 |
|
|
2024
Q2 | $2.33M | Sell |
40,552
-171
| -0.4% | -$9.83K | 0.24% | 74 |
|
|
2024
Q1 | $2.35M | Sell |
40,723
-5
| -0% | -$289 | 0.24% | 73 |
|
|
2023
Q4 | $2.31M | Buy |
+40,728
| New | +$2.31M | 0.24% | 74 |
|