Marcum Wealth’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $542K | Buy |
|
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $543K | Buy |
|