Mission 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 | $2.57M | Buy |
40,122
+29,421
| +275% | +$1.88M | 0.05% | 179 |
|
|
2025
Q1 | $661K | Buy |
10,701
+635
| +6% | +$39.2K | 0.02% | 369 |
|
|
2024
Q4 | $617K | Buy |
10,066
+1,163
| +13% | +$71.3K | 0.01% | 364 |
|
|
2024
Q3 | $558K | Buy |
8,903
+538
| +6% | +$33.7K | 0.01% | 392 |
|
|
2024
Q2 | $482K | Hold |
8,365
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $486K | Sell |
8,365
-2,337
| -22% | -$136K | 0.01% | 414 |
|
|
2023
Q4 | $576K | Buy |
10,702
+6,101
| +133% | +$328K | 0.02% | 329 |
|
|
2023
Q3 | $228K | Hold |
4,601
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $237K | Buy |
+4,601
| New | +$237K | 0.01% | 469 |
|
|
2022
Q4 | – | Sell |
-15,275
| Closed | -$679K | – | 498 |
|
|
2022
Q3 | $679K | Buy |
15,275
+55
| +0.4% | +$2.45K | 0.04% | 238 |
|
|
2022
Q2 | $725K | Buy |
+15,220
| New | +$725K | 0.04% | 235 |
|