LA
LM 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 | $299K | Hold |
4,684
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $289K | Hold |
4,684
| – | – | 0.05% | 184 |
|
|
2024
Q4 | $287K | Buy |
4,684
+488
| +12% | +$29.9K | 0.05% | 162 |
|
|
2024
Q3 | $263K | Hold |
4,196
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $242K | Hold |
4,196
| – | – | ﹤0.01% | 167 |
|
|
2024
Q1 | $244K | Hold |
4,196
| – | – | 0.04% | 191 |
|
|
2023
Q4 | $226K | Buy |
+4,196
| New | +$226K | 0.05% | 185 |
|