Modern 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
$940K Buy
14,706
+2,921
+25% +$187K 0.02% 373
2025
Q1
$728K Buy
11,785
+1,452
+14% +$89.7K 0.02% 355
2024
Q4
$634K Buy
+10,333
New +$634K 0.02% 323