Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Hold |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $636K | Hold |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $265K | Buy |
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