Marcum Wealth’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
Q1 | $546K | Buy |
8,846
+11
| +0.1% | +$680 | 0.05% | 179 |
|
|
2024
Q4 | $542K | Hold |
8,835
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $554K | Sell |
8,835
-570
| -6% | -$35.7K | 0.05% | 179 |
|
|
2024
Q2 | $542K | Buy |
9,405
+2,000
| +27% | +$115K | 0.05% | 176 |
|
|
2024
Q1 | $430K | Buy |
7,405
+95
| +1% | +$5.52K | 0.04% | 212 |
|
|
2023
Q4 | $393K | Sell |
7,310
-148
| -2% | -$7.97K | 0.04% | 216 |
|
|
2023
Q3 | $369K | Sell |
7,458
-132
| -2% | -$6.54K | 0.04% | 209 |
|
|
2023
Q2 | $391K | Sell |
7,590
-129
| -2% | -$6.65K | 0.05% | 210 |
|
|
2023
Q1 | $386K | Sell |
7,719
-1,135
| -13% | -$56.7K | 0.05% | 212 |
|
|
2022
Q4 | $443K | Sell |
8,854
-7
| -0.1% | -$350 | 0.06% | 182 |
|
|
2022
Q3 | $394K | Buy |
8,861
+76
| +0.9% | +$3.38K | 0.06% | 188 |
|
|
2022
Q2 | $419K | Buy |
8,785
+401
| +5% | +$19.1K | 0.06% | 181 |
|
|
2022
Q1 | $448K | Sell |
8,384
-1,364
| -14% | -$72.9K | 0.06% | 178 |
|
|
2021
Q4 | $542K | Sell |
9,748
-1,054
| -10% | -$58.6K | 0.08% | 162 |
|
|
2021
Q3 | $543K | Buy |
+10,802
| New | +$543K | 0.09% | 142 |
|