Monterey Private Wealth’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
Q1 | $9.13M | Buy |
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|
2024
Q4 | $8.86M | Sell |
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|
2024
Q3 | $9.51M | Sell |
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|
2024
Q2 | $8.98M | Buy |
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|
2024
Q1 | $9.01M | Buy |
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|
2023
Q4 | $8.27M | Sell |
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|
2023
Q3 | $8.49M | Buy |
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|
2023
Q2 | $8.72M | Sell |
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|
2023
Q1 | $8.9M | Sell |
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|
2022
Q4 | $8.93M | Buy |
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|
2022
Q3 | $7.61M | Sell |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $6.06M | Buy |
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|
2021
Q3 | $4.12M | Sell |
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|
2021
Q2 | $7M | Buy |
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|
2021
Q1 | $6.88M | Sell |
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|
2020
Q4 | $6.9M | Buy |
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|
2020
Q3 | $6.01M | Buy |
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|
2020
Q2 | $5.07M | Buy |
|