Montag & Associates’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
$4.15K Hold
2025
Q2
$3.9K Hold
2025
Q1
$3.77K Hold
2024
Q4
$3.74K Sell
2024
Q3
$64.6K Buy
2024
Q2
$3.52K Hold
2024
Q1
$3.54K Hold
2023
Q4
$3.28K Sell
2023
Q3
$7.94K Hold
2023
Q2
$8.19K Hold
2023
Q1
$7.95K Hold
2022
Q4
$7.95K Hold
2022
Q3
$7K Hold
2022
Q2
$8K Hold
2022
Q1
$8K Hold
2021
Q4
$9K Hold
2021
Q3
$8K Hold
2021
Q2
$8K Sell
2021
Q1
$75K Buy