Marshall Financial Group (Maryland)’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 | $568K | Sell |
8,766
-1,646
| -16% | -$107K | 0.11% | 176 |
|
|
2025
Q1 | $643K | Sell |
10,412
-51,612
| -83% | -$3.19M | 0.14% | 152 |
|
|
2024
Q4 | $3.8M | Buy |
62,024
+718
| +1% | +$44K | 0.92% | 20 |
|
|
2024
Q3 | $3.84M | Sell |
61,306
-230
| -0.4% | -$14.4K | 0.92% | 20 |
|
|
2024
Q2 | $3.55M | Sell |
61,536
-201
| -0.3% | -$11.6K | 0.99% | 20 |
|
|
2024
Q1 | $3.58M | Buy |
61,737
+4,882
| +9% | +$283K | 1.03% | 16 |
|
|
2023
Q4 | $3.06M | Sell |
56,855
-371
| -0.6% | -$20K | 0.99% | 20 |
|
|
2023
Q3 | $2.83M | Sell |
57,226
-1,393
| -2% | -$69K | 1.02% | 21 |
|
|
2023
Q2 | $3.02M | Buy |
+58,619
| New | +$3.02M | 1.03% | 20 |
|