MGB Wealth Management’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
$202K Buy
3,153
+2,171
+221% +$139K 0.07% 210
2025
Q1
$60.7K Buy
982
+49
+5% +$3.03K 0.02% 247
2024
Q4
$57.2K Buy
933
+448
+92% +$27.5K 0.02% 239
2024
Q3
$30.4K Hold
485
0.01% 241
2024
Q2
$28.6K Hold
485
0.01% 243
2024
Q1
$28.2K Hold
485
0.01% 232
2023
Q4
$26.1K Buy
+485
New +$26.1K 0.01% 230