Mowery & Schoenfeld 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 | $27K | Hold |
422
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $26.1K | Sell |
422
-664
| -61% | -$41K | 0.05% | 183 |
|
|
2024
Q4 | $66.6K | Sell |
1,086
-1,502
| -58% | -$92.1K | 0.13% | 95 |
|
|
2024
Q3 | $162K | Buy |
2,588
+244
| +10% | +$15.3K | 0.26% | 45 |
|
|
2024
Q2 | $135K | Buy |
2,344
+1,382
| +144% | +$79.6K | 0.19% | 52 |
|
|
2024
Q1 | $55.9K | Sell |
962
-632
| -40% | -$36.7K | 0.11% | 71 |
|
|
2023
Q4 | $85.8K | Buy |
+1,594
| New | +$85.8K | 0.17% | 61 |
|