LifePlan Financial’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 | $778K | Sell |
12,161
-40
| -0.3% | -$2.56K | 0.64% | 45 |
|
|
2025
Q1 | $754K | Buy |
12,201
+839
| +7% | +$51.8K | 0.66% | 46 |
|
|
2024
Q4 | $697K | Sell |
11,362
-1,236
| -10% | -$75.8K | 0.62% | 50 |
|
|
2024
Q3 | $790K | Sell |
12,598
-437
| -3% | -$27.4K | 0.68% | 42 |
|
|
2024
Q2 | $751K | Buy |
13,035
+268
| +2% | +$15.4K | 0.69% | 46 |
|
|
2024
Q1 | $741K | Buy |
12,767
+371
| +3% | +$21.5K | 0.68% | 47 |
|
|
2023
Q4 | $667K | Buy |
+12,396
| New | +$667K | 0.67% | 47 |
|