MFA Wealth Advisors’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
2024
Q4
Sell
-16
Closed -$1K 152
2024
Q3
$1K Hold
16
﹤0.01% 455
2024
Q2
$922 Buy
+16
New +$914 ﹤0.01% 478
2023
Q1
Sell
-189,438
Closed -$9.47M 71
2022
Q4
$9.47M Sell
189,438
-4,932
-3% -$242K 3.43% 9
2022
Q3
$8.64M Buy
194,370
+1,391
+0.7% +$68.5K 3.2% 10
2022
Q2
$9.2M Buy
192,979
+11,048
+6% +$557K 3.36% 9
2022
Q1
$9.72M Sell
181,931
-639
-0.4% -$34.1K 3.1% 10
2021
Q4
$10.1M Sell
182,570
-3,419
-2% -$182K 4.29% 7
2021
Q3
$9.35M Buy
185,989
+6,335
+4% +$328K 4.29% 7
2021
Q2
$9.05M Buy
179,654
+42,482
+31% +$2.13M 4.09% 7
2021
Q1
$6.62M Buy
137,172
+15,240
+12% +$705K 3.21% 11
2020
Q4
$5.46M Buy
121,932
+554
+0.5% +$23.6K 4.87% 10
2020
Q3
$4.83M Sell
121,378
-6,913
-5% -$275K 5.13% 9
2020
Q2
$4.82M Sell
128,291
-49,533
-28% -$1.8M 3.12% 15
2020
Q1
$5.8M Buy
+177,824
New +$6.96M 5.63% 4

Other funds holding DGRO