Midland 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 | $666K | Sell |
10,409
-2,502
| -19% | -$160K | 0.04% | 98 |
|
|
2025
Q1 | $798K | Sell |
12,911
-3,257
| -20% | -$201K | 0.05% | 92 |
|
|
2024
Q4 | $992K | Sell |
16,168
-628
| -4% | -$38.5K | 0.06% | 82 |
|
|
2024
Q3 | $1.05M | Sell |
16,796
-5,104
| -23% | -$320K | 0.06% | 85 |
|
|
2024
Q2 | $1.26M | Sell |
21,900
-10,235
| -32% | -$590K | 0.07% | 72 |
|
|
2024
Q1 | $1.87M | Sell |
32,135
-35,615
| -53% | -$2.07M | 0.11% | 50 |
|
|
2023
Q4 | $3.65M | Buy |
+67,750
| New | +$3.65M | 0.25% | 24 |
|