M3 Advisory Group’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 | $232K | Sell |
3,631
-989
| -21% | -$63.2K | 0.16% | 119 |
|
|
2025
Q1 | $285K | Sell |
4,620
-1,836
| -28% | -$113K | 0.23% | 97 |
|
|
2024
Q4 | $396K | Sell |
6,456
-352
| -5% | -$21.6K | 0.28% | 77 |
|
|
2024
Q3 | $427K | Sell |
6,808
-5,754
| -46% | -$361K | 0.31% | 74 |
|
|
2024
Q2 | $724K | Buy |
12,562
+316
| +3% | +$18.2K | 0.6% | 36 |
|
|
2024
Q1 | $711K | Buy |
+12,246
| New | +$711K | 0.64% | 33 |
|