Madison Wealth Partners’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 | $39.4M | Buy |
616,732
+4,706
| +0.8% | +$301K | 8.61% | 2 |
|
|
2025
Q1 | $37.8M | Sell |
612,026
-282,649
| -32% | -$17.5M | 9.33% | 2 |
|
|
2024
Q4 | $54.9M | Buy |
894,675
+50,526
| +6% | +$3.1M | 15.34% | 1 |
|
|
2024
Q3 | $52.9M | Buy |
844,149
+41,346
| +5% | +$2.59M | 15.67% | 1 |
|
|
2024
Q2 | $46.2M | Buy |
802,803
+18,052
| +2% | +$1.04M | 15.86% | 1 |
|
|
2024
Q1 | $45.6M | Buy |
784,751
+14,862
| +2% | +$863K | 16.48% | 1 |
|
|
2023
Q4 | $41.4M | Buy |
769,889
+34,040
| +5% | +$1.83M | 16.43% | 1 |
|
|
2023
Q3 | $36.4M | Buy |
735,849
+75,101
| +11% | +$3.72M | 18.44% | 1 |
|
|
2023
Q2 | $34M | Buy |
660,748
+23,095
| +4% | +$1.19M | 15.91% | 2 |
|
|
2023
Q1 | $31.9M | Buy |
637,653
+9,914
| +2% | +$496K | 16.07% | 2 |
|
|
2022
Q4 | $31.4M | Buy |
627,739
+65,655
| +12% | +$3.28M | 18.32% | 1 |
|
|
2022
Q3 | $25M | Buy |
562,084
+34,493
| +7% | +$1.53M | 16.35% | 2 |
|
|
2022
Q2 | $25.1M | Buy |
527,591
+7,838
| +2% | +$373K | 15.96% | 2 |
|
|
2022
Q1 | $27.8M | Buy |
519,753
+20,938
| +4% | +$1.12M | 15.52% | 2 |
|
|
2021
Q4 | $27.7M | Buy |
498,815
+25,617
| +5% | +$1.42M | 13.94% | 2 |
|
|
2021
Q3 | $23.8M | Buy |
473,198
+30,081
| +7% | +$1.51M | 13.41% | 2 |
|
|
2021
Q2 | $22.3M | Sell |
443,117
-65,357
| -13% | -$3.29M | 12.78% | 3 |
|
|
2021
Q1 | $22.8M | Sell |
508,474
-3,635
| -0.7% | -$163K | 16.03% | 2 |
|
|
2020
Q4 | $23M | Buy |
+512,109
| New | +$23M | 15.4% | 2 |
|