MWPCG
Measured Wealth Private Client Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
57,981
+6,909
| +14% | +$442K | 1.11% | 22 |
|
|
2025
Q1 | $3.16M | Hold |
51,072
| – | – | 1.01% | 22 |
|
|
2024
Q4 | $3.13M | Sell |
51,072
-3,711
| -7% | -$228K | 1.01% | 19 |
|
|
2024
Q3 | $3.43M | Sell |
54,783
-980
| -2% | -$61.4K | 1.15% | 18 |
|
|
2024
Q2 | $3.21M | Hold |
55,763
| – | – | 1.13% | 16 |
|
|
2024
Q1 | $3.24M | Hold |
55,763
| – | – | 1.13% | 16 |
|
|
2023
Q4 | $3M | Hold |
55,763
| – | – | 1.11% | 16 |
|
|
2023
Q3 | $2.76M | Hold |
55,763
| – | – | 1.11% | 16 |
|
|
2023
Q2 | $2.87M | Hold |
55,763
| – | – | 1.09% | 16 |
|
|
2023
Q1 | $2.79M | Hold |
55,763
| – | – | 1.07% | 17 |
|
|
2022
Q4 | $2.79M | Hold |
55,763
| – | – | 1.15% | 17 |
|
|
2022
Q3 | $2.48M | Sell |
55,763
-4,193
| -7% | -$186K | 1.1% | 19 |
|
|
2022
Q2 | $2.86M | Hold |
59,956
| – | – | 1.26% | 16 |
|
|
2022
Q1 | $3.2M | Sell |
59,956
-25,625
| -30% | -$1.37M | 1.18% | 16 |
|
|
2021
Q4 | $4.76M | Hold |
85,581
| – | – | 1.68% | 11 |
|
|
2021
Q3 | $4.3M | Sell |
85,581
-23,129
| -21% | -$1.16M | 1.66% | 11 |
|
|
2021
Q2 | $5.48M | Sell |
108,710
-743
| -0.7% | -$37.4K | 1.74% | 9 |
|
|
2021
Q1 | $5.28M | Buy |
109,453
+1,639
| +2% | +$79.1K | 1.87% | 9 |
|
|
2020
Q4 | $4.83M | Buy |
107,814
+3,812
| +4% | +$171K | 2.01% | 10 |
|
|
2020
Q3 | $4.14M | Buy |
+104,002
| New | +$4.14M | 2% | 9 |
|