Merkkuri Wealth Advisors’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
$1.68M Sell
26,316
-1,711
-6% -$109K 1.28% 25
2025
Q1
$1.73M Sell
28,027
-317
-1% -$19.6K 1.48% 20
2024
Q4
$1.74M Sell
28,344
-13
-0% -$797 1.38% 22
2024
Q3
$1.78M Buy
28,357
+1,153
+4% +$72.3K 1.4% 21
2024
Q2
$1.57M Buy
+27,204
New +$1.57M 1.44% 19