McDonald Partners’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
Q3 | – | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $330K | Buy |
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