Moneywise Inc’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 | – | Sell |
-53,177
| Closed | -$3.29M | – | 75 |
|
2025
Q1 | $3.29M | Buy |
53,177
+2,078
| +4% | +$128K | 1.74% | 17 |
|
2024
Q4 | $3.13M | Buy |
51,099
+7,796
| +18% | +$478K | 1.57% | 16 |
|
2024
Q3 | $2.71M | Buy |
+43,303
| New | +$2.71M | 1.34% | 19 |
|
2024
Q2 | – | Sell |
-15,025
| Closed | -$872K | – | 60 |
|
2024
Q1 | $872K | Buy |
+15,025
| New | +$872K | 0.47% | 34 |
|