LGWM
Litman Gregory Wealth Management’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 | $29.2M | Buy |
456,285
+61,746
| +16% | +$3.95M | 2.29% | 11 |
|
|
2025
Q1 | $24.4M | Buy |
394,539
+44,086
| +13% | +$2.72M | 2.09% | 12 |
|
|
2024
Q4 | $21.5M | Buy |
350,453
+177,097
| +102% | +$10.9M | 1.86% | 12 |
|
|
2024
Q3 | $10.9M | Buy |
173,356
+33,745
| +24% | +$2.12M | 0.91% | 29 |
|
|
2024
Q2 | $8.04M | Buy |
139,611
+21,660
| +18% | +$1.25M | 0.71% | 35 |
|
|
2024
Q1 | $6.85M | Buy |
117,951
+41,909
| +55% | +$2.43M | 0.62% | 38 |
|
|
2023
Q4 | $4.09M | Buy |
76,042
+5,276
| +7% | +$284K | 0.39% | 44 |
|
|
2023
Q3 | $3.51M | Hold |
70,766
| – | – | 0.36% | 46 |
|
|
2023
Q2 | $3.65M | Buy |
+70,766
| New | +$3.65M | 0.46% | 29 |
|
|
2023
Q1 | – | Sell |
-70,198
| Closed | -$3.51M | – | 47 |
|
|
2022
Q4 | $3.51M | Buy |
70,198
+20,114
| +40% | +$1.01M | 0.49% | 29 |
|
|
2022
Q3 | $2.23M | Buy |
50,084
+14,784
| +42% | +$657K | 0.36% | 27 |
|
|
2022
Q2 | $1.68M | Buy |
+35,300
| New | +$1.68M | 0.25% | 40 |
|
|
2022
Q1 | – | Sell |
-4,350
| Closed | -$242K | – | 59 |
|
|
2021
Q4 | $242K | Hold |
4,350
| – | – | 0.04% | 70 |
|
|
2021
Q3 | $219K | Buy |
4,350
+4,131
| +1,886% | +$208K | 0.04% | 72 |
|
|
2021
Q2 | $219 | Buy |
+219
| New | +$219 | 0.04% | 72 |
|