Navis Wealth Advisors’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 | $348K | Buy |
|
|||||
|
2025
Q2 | $288K | Hold |
|
|||||
|
2025
Q1 | $278K | Hold |
|
|||||
|
2024
Q4 | $276K | Hold |
|
|||||
|
2024
Q3 | $282K | Hold |
|
|||||
|
2024
Q2 | $260K | Hold |
|
|||||
|
2024
Q1 | $262K | Hold |
|
|||||
|
2023
Q4 | $243K | Hold |
|
|||||
|
2023
Q3 | $223K | Hold |
|
|||||
|
2023
Q2 | $232K | Sell |
|
|||||
|
2023
Q1 | $227K | Buy |
|