LWA
Lineweaver Wealth 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 | $7.19M | Buy |
112,496
+57
| +0.1% | +$3.65K | 1.14% | 22 |
|
|
2025
Q1 | $6.95M | Sell |
112,439
-2,584
| -2% | -$160K | 1.18% | 18 |
|
|
2024
Q4 | $7.06M | Buy |
115,023
+805
| +0.7% | +$49.4K | 1.3% | 18 |
|
|
2024
Q3 | $7.16M | Sell |
114,218
-1,900
| -2% | -$119K | 1.36% | 17 |
|
|
2024
Q2 | $6.69M | Buy |
116,118
+6,579
| +6% | +$379K | 1.39% | 17 |
|
|
2024
Q1 | $6.36M | Sell |
109,539
-1,686
| -2% | -$97.9K | 1.51% | 15 |
|
|
2023
Q4 | $5.99M | Sell |
111,225
-30,563
| -22% | -$1.64M | 1.55% | 15 |
|
|
2023
Q3 | $7.02M | Sell |
141,788
-13,347
| -9% | -$661K | 2.04% | 12 |
|
|
2023
Q2 | $7.99M | Buy |
155,135
+2,497
| +2% | +$129K | 2.28% | 12 |
|
|
2023
Q1 | $7.63M | Buy |
152,638
+4,166
| +3% | +$208K | 2.34% | 10 |
|
|
2022
Q4 | $7.42M | Buy |
148,472
+3,950
| +3% | +$198K | 2.25% | 9 |
|
|
2022
Q3 | $6.44M | Buy |
144,522
+10,666
| +8% | +$475K | 2.09% | 11 |
|
|
2022
Q2 | $6.38M | Buy |
133,856
+7,125
| +6% | +$339K | 2.11% | 11 |
|
|
2022
Q1 | $6.77M | Buy |
126,731
+11,230
| +10% | +$600K | 1.93% | 11 |
|
|
2021
Q4 | $6.42M | Buy |
115,501
+5,944
| +5% | +$330K | 1.85% | 12 |
|
|
2021
Q3 | $5.5M | Buy |
109,557
+5,955
| +6% | +$299K | 1.68% | 14 |
|
|
2021
Q2 | $5.22M | Sell |
103,602
-81
| -0.1% | -$4.08K | 1.71% | 15 |
|
|
2021
Q1 | $5M | Sell |
103,683
-13,056
| -11% | -$630K | 1.78% | 15 |
|
|
2020
Q4 | $5.23M | Sell |
116,739
-704
| -0.6% | -$31.6K | 2.05% | 17 |
|
|
2020
Q3 | $4.67M | Sell |
117,443
-1,329
| -1% | -$52.9K | 2.09% | 16 |
|
|
2020
Q2 | $4.47M | Buy |
118,772
+33,298
| +39% | +$1.25M | 2.27% | 15 |
|
|
2020
Q1 | $2.79M | Buy |
85,474
+171
| +0.2% | +$5.57K | 1.75% | 20 |
|
|
2019
Q4 | $3.59M | Buy |
+85,303
| New | +$3.59M | 2.03% | 16 |
|