Morton Brown Family Wealth’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 | $57.5K | Hold |
899
| – | – | 0.02% | 99 |
|
|
2025
Q1 | $55.5K | Hold |
899
| – | – | 0.02% | 96 |
|
|
2024
Q4 | $55.1K | Hold |
899
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $56.4K | Hold |
899
| – | – | 0.02% | 92 |
|
|
2024
Q2 | $53.7K | Hold |
899
| – | – | 0.02% | 88 |
|
|
2024
Q1 | $52.2K | Hold |
899
| – | – | 0.02% | 86 |
|
|
2023
Q4 | $48.4K | Hold |
899
| – | – | 0.02% | 101 |
|
|
2023
Q3 | $44.5K | Hold |
899
| – | – | 0.02% | 83 |
|
|
2023
Q2 | $46.3K | Hold |
899
| – | – | 0.02% | 79 |
|
|
2023
Q1 | $44.9K | Buy |
899
+600
| +201% | +$30K | 0.03% | 80 |
|
|
2022
Q4 | $15K | Hold |
299
| – | – | 0.01% | 104 |
|
|
2022
Q3 | $13K | Hold |
299
| – | – | 0.01% | 100 |
|
|
2022
Q2 | $14K | Hold |
299
| – | – | 0.01% | 100 |
|
|
2022
Q1 | $16K | Hold |
299
| – | – | 0.01% | 99 |
|
|
2021
Q4 | $17K | Buy |
+299
| New | +$17K | 0.01% | 107 |
|