McKinley Carter Wealth Services’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 | $1.91M | Buy |
29,919
+180
| +0.6% | +$11.5K | 0.11% | 117 |
|
|
2025
Q1 | $1.84M | Buy |
29,739
+2,391
| +9% | +$148K | 0.11% | 116 |
|
|
2024
Q4 | $1.68M | Sell |
27,348
-2,006
| -7% | -$123K | 0.1% | 123 |
|
|
2024
Q3 | $1.84M | Sell |
29,354
-468
| -2% | -$29.3K | 0.11% | 121 |
|
|
2024
Q2 | $1.72M | Buy |
29,822
+21,687
| +267% | +$1.25M | 0.11% | 120 |
|
|
2024
Q1 | $472K | Sell |
8,135
-82
| -1% | -$4.76K | 0.03% | 211 |
|
|
2023
Q4 | $442K | Sell |
8,217
-1,142
| -12% | -$61.5K | 0.03% | 211 |
|
|
2023
Q3 | $464K | Sell |
9,359
-223
| -2% | -$11K | 0.04% | 207 |
|
|
2023
Q2 | $494K | Sell |
9,582
-121
| -1% | -$6.24K | 0.04% | 206 |
|
|
2023
Q1 | $485K | Sell |
9,703
-538
| -5% | -$26.9K | 0.04% | 207 |
|
|
2022
Q4 | $512K | Sell |
10,241
-102
| -1% | -$5.1K | 0.04% | 198 |
|
|
2022
Q3 | $460K | Sell |
10,343
-956
| -8% | -$42.5K | 0.04% | 190 |
|
|
2022
Q2 | $538K | Sell |
11,299
-733
| -6% | -$34.9K | 0.05% | 188 |
|
|
2022
Q1 | $643K | Buy |
12,032
+1,386
| +13% | +$74.1K | 0.05% | 180 |
|
|
2021
Q4 | $592K | Sell |
10,646
-5,670
| -35% | -$315K | 0.04% | 177 |
|
|
2021
Q3 | $820K | Buy |
16,316
+1,645
| +11% | +$82.7K | 0.07% | 152 |
|
|
2021
Q2 | $739K | Buy |
14,671
+9,105
| +164% | +$459K | 0.06% | 159 |
|
|
2021
Q1 | $269K | Sell |
5,566
-17
| -0.3% | -$822 | 0.02% | 247 |
|
|
2020
Q4 | $250K | Buy |
+5,583
| New | +$250K | 0.03% | 231 |
|