Navis Wealth Advisors’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 | $288K | Hold |
4,506
| – | – | 0.24% | 86 |
|
|
2025
Q1 | $278K | Hold |
4,506
| – | – | 0.27% | 82 |
|
|
2024
Q4 | $276K | Hold |
4,506
| – | – | 0.3% | 79 |
|
|
2024
Q3 | $282K | Hold |
4,506
| – | – | 0.31% | 78 |
|
|
2024
Q2 | $260K | Hold |
4,506
| – | – | 0.3% | 82 |
|
|
2024
Q1 | $262K | Hold |
4,506
| – | – | 0.31% | 77 |
|
|
2023
Q4 | $243K | Hold |
4,506
| – | – | 0.32% | 76 |
|
|
2023
Q3 | $223K | Hold |
4,506
| – | – | 0.32% | 75 |
|
|
2023
Q2 | $232K | Sell |
4,506
-25
| -0.6% | -$1.29K | 0.21% | 77 |
|
|
2023
Q1 | $227K | Buy |
+4,531
| New | +$227K | 0.25% | 78 |
|